Vaughan David Investments’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 | $45.3M | Buy |
261,376
+8,503
| +3% | +$1.53M | 0.96% | 50 |
|
|
2025
Q4 | $46.9M | Sell |
252,873
-1,090
| -0.4% | -$204K | 1.02% | 42 |
|
|
2025
Q3 | $51.2M | Buy |
253,963
+5,202
| +2% | +$1.07M | 1.1% | 34 |
|
|
2025
Q2 | $54.4M | Sell |
248,761
-3,285
| -1% | -$742K | 1.22% | 23 |
|
|
2025
Q1 | $61.5M | Sell |
252,046
-2,200
| -0.9% | -$499K | 1.44% | 11 |
|
|
2024
Q4 | $54M | Buy |
254,246
+351
| +0.1% | +$77.9K | 1.28% | 18 |
|
|
2024
Q3 | $56.6M | Sell |
253,895
-672
| -0.3% | -$149K | 1.3% | 14 |
|
|
2024
Q2 | $53.6M | Sell |
254,567
-40
| -0% | -$8.22K | 1.36% | 15 |
|
|
2024
Q1 | $52.4M | Sell |
254,607
-740
| -0.3% | -$147K | 1.3% | 15 |
|
|
2023
Q4 | $48.4M | Buy |
255,347
+699
| +0.3% | +$135K | 1.32% | 18 |
|
|
2023
Q3 | $48.5M | Sell |
254,648
-247
| -0.1% | -$47.3K | 1.47% | 12 |
|
|
2023
Q2 | $47.9M | Buy |
254,895
+712
| +0.3% | +$126K | 1.4% | 13 |
|
|
2023
Q1 | $42.3M | Sell |
254,183
-3,414
| -1% | -$569K | 1.28% | 20 |
|
|
2022
Q4 | $42.6M | Sell |
257,597
-1,083
| -0.4% | -$177K | 1.27% | 22 |
|
|
2022
Q3 | $38.6M | Buy |
258,680
+592
| +0.2% | +$95K | 1.29% | 20 |
|
|
2022
Q2 | $40.1M | Buy |
258,088
+1,628
| +0.6% | +$261K | 1.28% | 18 |
|
|
2022
Q1 | $43.7M | Buy |
256,460
+760
| +0.3% | +$120K | 1.29% | 19 |
|
|
2021
Q4 | $44.4M | Sell |
255,700
-4,549
| -2% | -$756K | 1.3% | 20 |
|
|
2021
Q3 | $39.4M | Sell |
260,249
-5,768
| -2% | -$872K | 1.26% | 23 |
|
|
2021
Q2 | $37.4M | Buy |
266,017
+683
| +0.3% | +$91.6K | 1.17% | 29 |
|
|
2021
Q1 | $32.3M | Sell |
265,334
-7,133
| -3% | -$821K | 1.02% | 37 |
|
|
2020
Q4 | $31.9M | Sell |
272,467
-732
| -0.3% | -$83.2K | 1.09% | 33 |
|
|
2020
Q3 | $31.3M | Sell |
273,199
-1,500
| -0.5% | -$172K | 1.22% | 27 |
|
|
2020
Q2 | $29.5M | Buy |
274,699
+830
| +0.3% | +$84K | 1.21% | 26 |
|
|
2020
Q1 | $23.7M | Sell |
273,869
-1,896
| -0.7% | -$202K | 1.1% | 33 |
|
|
2019
Q4 | $30.7M | Sell |
275,765
-3,974
| -1% | -$415K | 1.13% | 31 |
|
|
2019
Q3 | $28M | Sell |
279,739
-47
| -0% | -$4.7K | 1.07% | 32 |
|
|
2019
Q2 | $27.9M | Sell |
279,786
-730
| -0.3% | -$69.9K | 1.11% | 28 |
|
|
2019
Q1 | $26.3M | Buy |
280,516
+310
| +0.1% | +$27.4K | 1.11% | 30 |
|
|
2018
Q4 | $22.3M | Sell |
280,206
-11,225
| -4% | -$936K | 1.04% | 38 |
|
|
2018
Q3 | $24.1M | Buy |
291,431
+727
| +0.3% | +$61.6K | 1.02% | 42 |
|
|
2018
Q2 | $23.8M | Sell |
290,704
-1,248
| -0.4% | -$102K | 1.11% | 40 |
|
|
2018
Q1 | $24.1M | Buy |
291,952
+2,980
| +1% | +$247K | 1.14% | 35 |
|
|
2017
Q4 | $23.5M | Buy |
288,972
+7,468
| +3% | +$621K | 1.09% | 42 |
|
|
2017
Q3 | $23.6M | Sell |
281,504
-1,240
| -0.4% | -$98.3K | 1.16% | 35 |
|
|
2017
Q2 | $22M | Buy |
282,744
+4,099
| +1% | +$310K | 1.11% | 41 |
|
|
2017
Q1 | $20.6M | Buy |
278,645
+2,830
| +1% | +$202K | 1.07% | 49 |
|
|
2016
Q4 | $18.6M | Sell |
275,815
-2,075
| -0.7% | -$139K | 1% | 60 |
|
|
2016
Q3 | $18.7M | Buy |
277,890
+1,300
| +0.5% | +$87.1K | 1.02% | 59 |
|
|
2016
Q2 | $18.9M | Sell |
276,590
-12,321
| -4% | -$791K | 1.04% | 56 |
|
|
2016
Q1 | $17.6M | Sell |
288,911
-357
| -0.1% | -$20K | 1% | 60 |
|
|
2015
Q4 | $16M | Buy |
289,268
+300
| +0.1% | +$16.5K | 0.96% | 65 |
|
|
2015
Q3 | $15.1M | Sell |
288,968
-16,235
| -5% | -$906K | 0.95% | 65 |
|
|
2015
Q2 | $17.3M | Buy |
305,203
+609
| +0.2% | +$35.2K | 1.02% | 55 |
|
|
2015
Q1 | $17.1M | Buy |
304,594
+1,720
| +0.6% | +$97K | 1.01% | 60 |
|
|
2014
Q4 | $17.3M | Sell |
302,874
-26,676
| -8% | -$1.46M | 1% | 64 |
|
|
2014
Q3 | $17.2M | Buy |
329,550
+450
| +0.1% | +$23.5K | 1.05% | 52 |
|
|
2014
Q2 | $17.1M | Buy |
329,100
+4,850
| +1% | +$241K | 1.02% | 57 |
|
|
2014
Q1 | $16M | Buy |
324,250
+3,750
| +1% | +$180K | 1% | 59 |
|
|
2013
Q4 | $15.5M | Buy |
320,500
+1,075
| +0.3% | +$49.8K | 1% | 58 |
|
|
2013
Q3 | $13.9M | Buy |
319,425
+8,825
| +3% | +$371K | 0.97% | 64 |
|
|
2013
Q2 | $12.4M | Buy |
+310,600
| New | +$12.2M | 0.88% | 68 |
|
Other funds holding MRSH
VCM
VPM
