Wilkins Investment Counsel’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,240
| Closed | -$1.04M | – | 74 |
|
|
2023
Q1 | $1.04M | Hold |
6,240
| – | – | 0.27% | 49 |
|
|
2022
Q4 | $1.03M | Sell |
6,240
-2,000
| -24% | -$327K | 0.27% | 50 |
|
|
2022
Q3 | $1.23M | Hold |
8,240
| – | – | 0.36% | 48 |
|
|
2022
Q2 | $1.28M | Hold |
8,240
| – | – | 0.34% | 48 |
|
|
2022
Q1 | $1.4M | Hold |
8,240
| – | – | 0.32% | 51 |
|
|
2021
Q4 | $1.43M | Hold |
8,240
| – | – | 0.32% | 52 |
|
|
2021
Q3 | $1.25M | Hold |
8,240
| – | – | 0.31% | 52 |
|
|
2021
Q2 | $1.16M | Hold |
8,240
| – | – | 0.29% | 52 |
|
|
2021
Q1 | $1M | Hold |
8,240
| – | – | 0.26% | 54 |
|
|
2020
Q4 | $964K | Hold |
8,240
| – | – | 0.27% | 52 |
|
|
2020
Q3 | $945K | Hold |
8,240
| – | – | 0.28% | 51 |
|
|
2020
Q2 | $885K | Hold |
8,240
| – | – | 0.28% | 51 |
|
|
2020
Q1 | $712K | Buy |
8,240
+240
| +3% | +$25.6K | 0.26% | 54 |
|
|
2019
Q4 | $891K | Hold |
8,000
| – | – | 0.25% | 56 |
|
|
2019
Q3 | $800K | Sell |
8,000
-2,000
| -20% | -$200K | 0.24% | 55 |
|
|
2019
Q2 | $997K | Hold |
10,000
| – | – | 0.3% | 54 |
|
|
2019
Q1 | $939K | Hold |
10,000
| – | – | 0.28% | 51 |
|
|
2018
Q4 | $797K | Hold |
10,000
| – | – | 0.26% | 53 |
|
|
2018
Q3 | $827K | Hold |
10,000
| – | – | 0.25% | 55 |
|
|
2018
Q2 | $820K | Hold |
10,000
| – | – | 0.26% | 55 |
|
|
2018
Q1 | $826K | Hold |
10,000
| – | – | 0.26% | 55 |
|
|
2017
Q4 | $814K | Hold |
10,000
| – | – | 0.24% | 57 |
|
|
2017
Q3 | $838K | Hold |
10,000
| – | – | 0.26% | 56 |
|
|
2017
Q2 | $780K | Hold |
10,000
| – | – | 0.25% | 56 |
|
|
2017
Q1 | $739K | Hold |
10,000
| – | – | 0.24% | 57 |
|
|
2016
Q4 | $676K | Hold |
10,000
| – | – | 0.22% | 59 |
|
|
2016
Q3 | $672K | Hold |
10,000
| – | – | 0.23% | 57 |
|
|
2016
Q2 | $685K | Hold |
10,000
| – | – | 0.23% | 58 |
|
|
2016
Q1 | $608K | Hold |
10,000
| – | – | 0.22% | 61 |
|
|
2015
Q4 | $554K | Hold |
10,000
| – | – | 0.21% | 63 |
|
|
2015
Q3 | $522K | Hold |
10,000
| – | – | 0.2% | 64 |
|
|
2015
Q2 | $567K | Hold |
10,000
| – | – | 0.21% | 62 |
|
|
2015
Q1 | $561K | Hold |
10,000
| – | – | 0.2% | 63 |
|
|
2014
Q4 | $572K | Hold |
10,000
| – | – | 0.2% | 63 |
|
|
2014
Q3 | $523K | Hold |
10,000
| – | – | 0.19% | 65 |
|
|
2014
Q2 | $518K | Hold |
10,000
| – | – | 0.18% | 61 |
|
|
2014
Q1 | $493K | Buy |
+10,000
| New | +$479K | 0.18% | 62 |
|
Other funds holding MRSH
Wilkins Investment Counsel's MRSH Position: Q2 2023 in Review
Wilkins Investment Counsel sold out of Marsh (MRSH) in Q2 2023, closing a stake of 6,240 shares — an estimated $1.04M sold.
Wilkins Investment Counsel first reported a position in MRSH in Q1 2014 and held it in 37 quarters. The position peaked at $1.43M in Q4 2021. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.
- Wilkins Investment Counsel reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
- Wilkins Investment Counsel sold 6,240 Marsh shares in Q2 2023, an estimated $1.04M.
- Wilkins Investment Counsel first reported a position in Marsh in Q1 2014 and held it in 37 quarters.
- Wilkins Investment Counsel's Marsh position peaked at $1.43M in Q4 2021.
- 1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.
Based on Wilkins Investment Counsel's 13F filing for Q2 2023, filed 7 Aug 2023.