Stifel Financial’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $400M | Buy |
2,307,361
+148,970
| +7% | +$26.8M | 0.37% | 57 |
|
|
2025
Q4 | $400M | Sell |
2,158,391
-136,547
| -6% | -$25.5M | 0.36% | 54 |
|
|
2025
Q3 | $463M | Buy |
2,294,938
+39,794
| +2% | +$8.18M | 0.42% | 45 |
|
|
2025
Q2 | $493M | Sell |
2,255,144
-16,442
| -0.7% | -$3.71M | 0.48% | 43 |
|
|
2025
Q1 | $554M | Buy |
2,271,586
+46,654
| +2% | +$10.6M | 0.59% | 28 |
|
|
2024
Q4 | $473M | Buy |
2,224,932
+1,883,146
| +551% | +$418M | 0.49% | 37 |
|
|
2024
Q3 | $76.3M | Sell |
341,786
-33,477
| -9% | -$7.43M | 0.08% | 246 |
|
|
2024
Q2 | $79.1M | Buy |
375,263
+22,672
| +6% | +$4.66M | 0.09% | 220 |
|
|
2024
Q1 | $72.6M | Buy |
352,591
+21,407
| +6% | +$4.27M | 0.08% | 240 |
|
|
2023
Q4 | $62.8M | Buy |
331,184
+69
| +0% | +$13.3K | 0.08% | 239 |
|
|
2023
Q3 | $63M | Sell |
331,115
-15,395
| -4% | -$2.95M | 0.09% | 231 |
|
|
2023
Q2 | $65.2M | Sell |
346,510
-7,711
| -2% | -$1.37M | 0.09% | 225 |
|
|
2023
Q1 | $59M | Sell |
354,221
-1,888,723
| -84% | -$315M | 0.08% | 237 |
|
|
2022
Q4 | $371M | Buy |
2,242,944
+103,483
| +5% | +$16.9M | 0.56% | 38 |
|
|
2022
Q3 | $319M | Buy |
2,139,461
+36,065
| +2% | +$5.79M | 0.52% | 41 |
|
|
2022
Q2 | $327M | Buy |
2,103,396
+13,997
| +0.7% | +$2.24M | 0.51% | 43 |
|
|
2022
Q1 | $356M | Buy |
2,089,399
+48,811
| +2% | +$7.69M | 0.49% | 42 |
|
|
2021
Q4 | $355M | Buy |
2,040,588
+25,932
| +1% | +$4.31M | 0.47% | 48 |
|
|
2021
Q3 | $305M | Buy |
2,014,656
+9,733
| +0.5% | +$1.47M | 0.45% | 51 |
|
|
2021
Q2 | $282M | Buy |
2,004,923
+56,155
| +3% | +$7.53M | 0.42% | 56 |
|
|
2021
Q1 | $237M | Buy |
1,948,768
+1,769,108
| +985% | +$204M | 0.39% | 61 |
|
|
2020
Q4 | $21M | Sell |
179,660
-111
| -0.1% | -$12.6K | 0.04% | 386 |
|
|
2020
Q3 | $20.6M | Sell |
179,771
-3,598
| -2% | -$412K | 0.04% | 346 |
|
|
2020
Q2 | $19.7M | Buy |
183,369
+6,012
| +3% | +$609K | 0.05% | 330 |
|
|
2020
Q1 | $15.4M | Sell |
177,357
-1,397
| -0.8% | -$149K | 0.04% | 337 |
|
|
2019
Q4 | $19.9M | Sell |
178,754
-6,224
| -3% | -$650K | 0.04% | 364 |
|
|
2019
Q3 | $18.6M | Buy |
184,978
+9,150
| +5% | +$915K | 0.05% | 341 |
|
|
2019
Q2 | $17.5M | Buy |
175,828
+1,098
| +0.6% | +$105K | 0.05% | 363 |
|
|
2019
Q1 | $16.4M | Buy |
174,730
+44,780
| +34% | +$3.96M | 0.05% | 368 |
|
|
2018
Q4 | $10.4M | Sell |
129,950
-23,876
| -16% | -$1.99M | 0.03% | 479 |
|
|
2018
Q3 | $12.8M | Buy |
153,826
+8,823
| +6% | +$747K | 0.04% | 442 |
|
|
2018
Q2 | $11.9M | Buy |
145,003
+8,182
| +6% | +$668K | 0.04% | 486 |
|
|
2018
Q1 | $11.3M | Buy |
136,821
+6,558
| +5% | +$543K | 0.04% | 491 |
|
|
2017
Q4 | $10.6M | Buy |
130,263
+16,097
| +14% | +$1.34M | 0.03% | 508 |
|
|
2017
Q3 | $9.57M | Buy |
114,166
+8,581
| +8% | +$680K | 0.03% | 524 |
|
|
2017
Q2 | $8.23M | Buy |
105,585
+826
| +0.8% | +$62.4K | 0.03% | 548 |
|
|
2017
Q1 | $7.74M | Buy |
104,759
+14,433
| +16% | +$1.03M | 0.03% | 554 |
|
|
2016
Q4 | $6.11M | Buy |
90,326
+42,365
| +88% | +$2.84M | 0.03% | 589 |
|
|
2016
Q3 | $3.23M | Buy |
47,961
+61
| +0.1% | +$4.09K | 0.01% | 801 |
|
|
2016
Q2 | $3.28M | Sell |
47,900
-658
| -1% | -$42.2K | 0.02% | 784 |
|
|
2016
Q1 | $2.95M | Sell |
48,558
-14,272
| -23% | -$799K | 0.02% | 772 |
|
|
2015
Q4 | $3.48M | Buy |
62,830
+6,170
| +11% | +$340K | 0.02% | 720 |
|
|
2015
Q3 | $2.95M | Sell |
56,660
-5,533
| -9% | -$309K | 0.02% | 752 |
|
|
2015
Q2 | $3.52M | Buy |
62,193
+18,807
| +43% | +$1.09M | 0.02% | 728 |
|
|
2015
Q1 | $2.43M | Buy |
43,386
+3,670
| +9% | +$207K | 0.01% | 862 |
|
|
2014
Q4 | $2.27M | Buy |
39,716
+21,329
| +116% | +$1.17M | 0.01% | 860 |
|
|
2014
Q3 | $962K | Sell |
18,387
-193
| -1% | -$10.1K | 0.01% | 1151 |
|
|
2014
Q2 | $963K | Sell |
18,580
-325
| -2% | -$16.1K | 0.01% | 1147 |
|
|
2014
Q1 | $932K | Buy |
+18,905
| New | +$905K | 0.01% | 1115 |
|
Other funds holding MRSH
VCM
VPM
