Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$40.8M Sell
235,107
-5,586
-2% -$1M 3.69% 13
2025
Q4
$44.7M Buy
240,693
+12,679
+6% +$2.37M 3.37% 12
2025
Q3
$46M Buy
228,014
+12,437
+6% +$2.56M 3.45% 13
2025
Q2
$47.1M Sell
215,577
-2,308
-1% -$521K 3.64% 12
2025
Q1
$53.2M Sell
217,885
-295
-0.1% -$66.9K 4.16% 10
2024
Q4
$46.3M Sell
218,180
-436
-0.2% -$96.7K 3.68% 12
2024
Q3
$48.8M Buy
218,616
+1,784
+0.8% +$396K 3.77% 10
2024
Q2
$45.7M Buy
216,832
+427
+0.2% +$87.7K 3.73% 10
2024
Q1
$44.4M Sell
216,405
-504
-0.2% -$100K 3.53% 11
2023
Q4
$41.1M Buy
216,909
+52
+0% +$10K 3.4% 11
2023
Q3
$41.3M Sell
216,857
-1,472
-0.7% -$282K 3.81% 10
2023
Q2
$41.1M Sell
218,329
-118
-0.1% -$20.9K 3.66% 11
2023
Q1
$36.4M Sell
218,447
-1,065
-0.5% -$177K 3.56% 12
2022
Q4
$37.1M Sell
219,512
-4,998
-2% -$817K 3.97% 10
2022
Q3
$33.5M Sell
224,510
-81
-0% -$13K 3.99% 10
2022
Q2
$34.9M Sell
224,591
-90
-0% -$14.4K 3.94% 9
2022
Q1
$38.3M Buy
224,681
+89
+0% +$14K 3.62% 12
2021
Q4
$39M Sell
224,592
-5,618
-2% -$933K 3.43% 13
2021
Q3
$34.9M Sell
230,210
-32,290
-12% -$4.88M 3.29% 13
2021
Q2
$36.9M Buy
262,500
+9,726
+4% +$1.3M 3.58% 11
2021
Q1
$30.8M Buy
252,774
+764
+0.3% +$88K 3.44% 13
2020
Q4
$29.5M Buy
252,010
+9,825
+4% +$1.12M 3.39% 15
2020
Q3
$27.7M Buy
242,185
+3,111
+1% +$356K 3.6% 13
2020
Q2
$25.7M Sell
239,074
-7,143
-3% -$723K 3.66% 14
2020
Q1
$20.7M Sell
246,217
-36,995
-13% -$3.94M 3.48% 15
2019
Q4
$31.6M Buy
283,212
+18,255
+7% +$1.91M 4.14% 11
2019
Q3
$26.5M Buy
264,957
+40,372
+18% +$4.04M 3.95% 13
2019
Q2
$22.5M Buy
224,585
+1,120
+0.5% +$107K 3.54% 15
2019
Q1
$21.1M Buy
223,465
+531
+0.2% +$47K 3.66% 14
2018
Q4
$17.8M Buy
222,934
+11,952
+6% +$996K 3.61% 14
2018
Q3
$17.5M Buy
210,982
+41,183
+24% +$3.49M 3.47% 15
2018
Q2
$13.9M Buy
169,799
+139,600
+462% +$11.4M 2.95% 16
2018
Q1
$2.44M Buy
+30,199
New +$2.5M 0.54% 23

Other funds holding MRSH

YCG LLC's MRSH Position: Q1 2026 in Review

YCG LLC reduced its Marsh (MRSH) stake by 2.3% in Q1 2026, selling an estimated $1M and leaving 235,107 shares worth $40.8M. The position accounts for 3.69% of the portfolio, ranked #13.

YCG LLC first reported a position in MRSH in Q1 2018 and has held it in 33 quarters since. The position peaked at $53.2M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • YCG LLC held 235,107 shares of Marsh worth $40.8M as of Q1 2026.
  • YCG LLC sold 5,586 Marsh shares in Q1 2026, an estimated $1M.
  • Marsh made up 3.69% of YCG LLC's portfolio in Q1 2026, its #13 holding.
  • YCG LLC first reported a position in Marsh in Q1 2018 and has held it in 33 quarters since.
  • YCG LLC's Marsh position peaked at $53.2M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on YCG LLC's 13F filing for Q1 2026, filed 14 May 2026.