Welch & Forbes’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.09M | Sell |
6,521
-268
| -4% | -$44.8K | 0.01% | 221 |
|
|
2026
Q1 | $1.18M | Sell |
6,789
-55
| -0.8% | -$9.89K | 0.02% | 213 |
|
|
2025
Q4 | $1.27M | Sell |
6,844
-93
| -1% | -$17.4K | 0.02% | 212 |
|
|
2025
Q3 | $1.4M | Sell |
6,937
-475
| -6% | -$97.7K | 0.02% | 206 |
|
|
2025
Q2 | $1.62M | Buy |
7,412
+1,692
| +30% | +$382K | 0.02% | 192 |
|
|
2025
Q1 | $1.4M | Sell |
5,720
-2,896
| -34% | -$657K | 0.02% | 205 |
|
|
2024
Q4 | $1.83M | Sell |
8,616
-4,580
| -35% | -$1.02M | 0.02% | 188 |
|
|
2024
Q3 | $2.94M | Sell |
13,196
-1,350
| -9% | -$300K | 0.04% | 158 |
|
|
2024
Q2 | $3.08M | Sell |
14,546
-300
| -2% | -$61.6K | 0.04% | 151 |
|
|
2024
Q1 | $3.06M | Sell |
14,846
-2,598
| -15% | -$518K | 0.04% | 154 |
|
|
2023
Q4 | $3.31M | Sell |
17,444
-825
| -5% | -$159K | 0.05% | 147 |
|
|
2023
Q3 | $3.48M | Sell |
18,269
-435
| -2% | -$83.4K | 0.06% | 141 |
|
|
2023
Q2 | $3.52M | Sell |
18,704
-33
| -0.2% | -$5.86K | 0.06% | 143 |
|
|
2023
Q1 | $3.12M | Buy |
18,737
+3
| +0% | +$500 | 0.05% | 147 |
|
|
2022
Q4 | $3.1M | Sell |
18,734
-2,711
| -13% | -$443K | 0.06% | 147 |
|
|
2022
Q3 | $3.2M | Hold |
21,445
| – | – | 0.06% | 145 |
|
|
2022
Q2 | $3.33M | Sell |
21,445
-1,491
| -7% | -$239K | 0.06% | 145 |
|
|
2022
Q1 | $3.91M | Buy |
22,936
+8,216
| +56% | +$1.3M | 0.06% | 144 |
|
|
2021
Q4 | $2.56M | Hold |
14,720
| – | – | 0.04% | 167 |
|
|
2021
Q3 | $2.23M | Hold |
14,720
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $2.07M | Sell |
14,720
-916
| -6% | -$123K | 0.04% | 170 |
|
|
2021
Q1 | $1.9M | Sell |
15,636
-2,368
| -13% | -$273K | 0.04% | 170 |
|
|
2020
Q4 | $2.11M | Buy |
18,004
+1,890
| +12% | +$215K | 0.04% | 161 |
|
|
2020
Q3 | $1.85M | Buy |
16,114
+14
| +0.1% | +$1.6K | 0.04% | 165 |
|
|
2020
Q2 | $1.73M | Hold |
16,100
| – | – | 0.04% | 163 |
|
|
2020
Q1 | $1.39M | Buy |
16,100
+100
| +0.6% | +$10.7K | 0.04% | 166 |
|
|
2019
Q4 | $1.78M | Sell |
16,000
-1,300
| -8% | -$136K | 0.04% | 175 |
|
|
2019
Q3 | $1.73M | Hold |
17,300
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $1.73M | Sell |
17,300
-500
| -3% | -$47.8K | 0.04% | 171 |
|
|
2019
Q1 | $1.67M | Hold |
17,800
| – | – | 0.04% | 176 |
|
|
2018
Q4 | $1.42M | Sell |
17,800
-265
| -1% | -$22.1K | 0.04% | 177 |
|
|
2018
Q3 | $1.49M | Sell |
18,065
-1,000
| -5% | -$84.7K | 0.04% | 181 |
|
|
2018
Q2 | $1.56M | Buy |
19,065
+36
| +0.2% | +$2.94K | 0.04% | 176 |
|
|
2018
Q1 | $1.57M | Buy |
19,029
+1,229
| +7% | +$102K | 0.04% | 181 |
|
|
2017
Q4 | $1.45M | Hold |
17,800
| – | – | 0.04% | 172 |
|
|
2017
Q3 | $1.49M | Hold |
17,800
| – | – | 0.04% | 176 |
|
|
2017
Q2 | $1.39M | Sell |
17,800
-16
| -0.1% | -$1.21K | 0.04% | 176 |
|
|
2017
Q1 | $1.32M | Sell |
17,816
-684
| -4% | -$48.9K | 0.04% | 179 |
|
|
2016
Q4 | $1.25M | Buy |
18,500
+200
| +1% | +$13.4K | 0.04% | 182 |
|
|
2016
Q3 | $1.23M | Sell |
18,300
-500
| -3% | -$33.5K | 0.04% | 158 |
|
|
2016
Q2 | $1.29M | Hold |
18,800
| – | – | 0.04% | 177 |
|
|
2016
Q1 | $1.14M | Buy |
18,800
+2,727
| +17% | +$153K | 0.04% | 181 |
|
|
2015
Q4 | $891K | Sell |
16,073
-1,061
| -6% | -$58.5K | 0.03% | 195 |
|
|
2015
Q3 | $895K | Hold |
17,134
| – | – | 0.03% | 200 |
|
|
2015
Q2 | $971K | Sell |
17,134
-894
| -5% | -$51.6K | 0.03% | 199 |
|
|
2015
Q1 | $1.01M | Sell |
18,028
-2,114
| -10% | -$119K | 0.03% | 204 |
|
|
2014
Q4 | $1.15M | Sell |
20,142
-145
| -0.7% | -$7.95K | 0.03% | 202 |
|
|
2014
Q3 | $1.06M | Sell |
20,287
-145
| -0.7% | -$7.56K | 0.03% | 211 |
|
|
2014
Q2 | $1.06M | Buy |
20,432
+290
| +1% | +$14.4K | 0.03% | 196 |
|
|
2014
Q1 | $993K | Hold |
20,142
| – | – | 0.03% | 203 |
|
|
2013
Q4 | $974K | Hold |
20,142
| – | – | 0.03% | 200 |
|
|
2013
Q3 | $877K | Hold |
20,142
| – | – | 0.03% | 208 |
|
|
2013
Q2 | $804K | Buy |
+20,142
| New | +$788K | 0.03% | 205 |
|
Other funds holding MRSH
Welch & Forbes's MRSH Position: Q2 2026 in Review
Welch & Forbes reduced its Marsh (MRSH) stake by 3.9% in Q2 2026, selling an estimated $44.8K and leaving 6,521 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #221.
Welch & Forbes first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.91M in Q1 2022. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Welch & Forbes held 6,521 shares of Marsh worth $1.09M as of Q2 2026.
- Welch & Forbes sold 268 Marsh shares in Q2 2026, an estimated $44.8K.
- Marsh made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #221 holding.
- Welch & Forbes first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's Marsh position peaked at $3.91M in Q1 2022.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.