SEC 13F Intelligence

Bradley Foster & Sargent Inc/Ct / MRSH

Bradley Foster & Sargent Inc/Ct’s Marsh & Mclennan Cos Inc Position

Does Bradley Foster & Sargent Inc/Ct own Marsh & Mclennan Cos Inc (MRSH)? Yes474.7K shares worth $82M (+1.28% of its 13F portfolio) as of Q1 2026, down from 505.0K shares the prior filed quarter.

Position Value
$82M
Q1 2026
Shares
474.7K
% of Portfolio
+1.28%
Quarters Held
28
currently held

Position History MRSH

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $44MQ2 ’19: $48MQ3 ’19: $47MQ4 ’19: $53MQ4 ’19Q1 ’20: $41MQ3 ’20: $55MQ4 ’20: $56MQ1 ’21: $58MQ1 ’21Q2 ’21: $68MQ3 ’21: $72MQ1 ’22: $81MQ2 ’22: $74MQ2 ’22Q3 ’22: $71MQ4 ’22: $79MQ1 ’23: $80MQ2 ’23: $91MQ2 ’23Q3 ’23: $91MQ4 ’23: $97MQ1 ’24: $105MQ2 ’24: $107MQ2 ’24Q3 ’24: $115MQ4 ’24: $112MQ1 ’25: $132MQ2 ’25: $117MQ2 ’25Q3 ’25: $109MQ4 ’25: $94MQ1 ’26: $82Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026474.7K$82M+1.28%
Q4 2025505.0K$94M+1.38%
Q3 2025539.3K$109M+1.60%
Q2 2025537.0K$117M+1.84%
Q1 2025539.4K$132M+2.25%
Q4 2024527.0K$112M+1.88%
Q3 2024515.1K$115M+1.92%
Q2 2024507.2K$107M+1.92%
Q1 2024509.0K$105M+1.89%
Q4 2023512.6K$97M+1.89%
Q3 2023484.8K$91M+1.92%
Q2 2023484.8K$91M+1.92%
Q1 2023482.8K$80M+1.92%
Q4 2022478.3K$79M+1.98%
Q3 2022477.2K$71M+1.97%
Q2 2022473.7K$74M+1.90%
Q1 2022475.6K$81M+1.73%
Q3 2021476.4K$72M+1.69%
Q2 2021480.1K$68M+1.58%
Q1 2021477.0K$58M+1.47%
Q4 2020482.8K$56M+1.49%
Q3 2020481.3K$55M+1.62%
Q1 2020468.6K$41M+1.62%
Q4 2019476.9K$53M+1.64%
Q3 2019474.2K$47M+1.58%
Q2 2019477.6K$48M+1.58%
Q1 2019470.8K$44M+1.54%
Q4 2018470.5K$38M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bradley Foster & Sargent Inc/Ct’s full portfolio or all institutional holders of MRSH.