SEC 13F Intelligence

Birch Hill Investment Advisors LLC / MRSH

Birch Hill Investment Advisors LLC’s Marsh & Mclennan Cos Inc Position

Does Birch Hill Investment Advisors LLC own Marsh & Mclennan Cos Inc (MRSH)? Yes — 427.6K shares worth $74M (+3.33% of its 13F portfolio) as of Q1 2026, down from 438.6K shares the prior filed quarter.

Position Value
$74M
Q1 2026
Shares
427.6K
% of Portfolio
+3.33%
Quarters Held
30
currently held

Position History MRSH

Reported value by quarter
Q4 ’18: $48MQ4 ’18Q1 ’19: $55MQ2 ’19: $58MQ3 ’19: $57MQ4 ’19: $63MQ4 ’19Q1 ’20: $49MQ2 ’20: $60MQ3 ’20: $64MQ4 ’20: $65MQ4 ’20Q1 ’21: $68MQ2 ’21: $77MQ3 ’21: $82MQ4 ’21: $92MQ4 ’21Q1 ’22: $85MQ2 ’22: $74MQ3 ’22: $68MQ4 ’22: $75MQ4 ’22Q1 ’23: $73MQ2 ’23: $82MQ3 ’23: $83MQ4 ’23: $83MQ4 ’23Q1 ’24: $90MQ2 ’24: $91MQ3 ’24: $96MQ4 ’24: $91MQ4 ’24Q1 ’25: $105MQ2 ’25: $93MQ3 ’25: $88MQ4 ’25: $81MQ4 ’25Q1 ’26: $74Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026427.6K$74M+3.33%
Q4 2025438.6K$81M+3.40%
Q3 2025439.0K$88M+3.74%
Q2 2025426.6K$93M+4.14%
Q1 2025430.5K$105M+4.98%
Q4 2024430.1K$91M+4.25%
Q3 2024431.4K$96M+4.52%
Q2 2024434.0K$91M+4.42%
Q1 2024437.6K$90M+4.39%
Q4 2023438.1K$83M+4.42%
Q3 2023438.2K$83M+4.97%
Q2 2023435.6K$82M+4.70%
Q1 2023437.3K$73M+4.53%
Q4 2022452.3K$75M+4.77%
Q3 2022456.7K$68M+4.61%
Q2 2022475.1K$74M+4.61%
Q1 2022497.4K$85M+4.53%
Q4 2021527.7K$92M+4.54%
Q3 2021541.3K$82M+4.41%
Q2 2021550.4K$77M+4.16%
Q1 2021555.2K$68M+3.85%
Q4 2020559.3K$65M+3.91%
Q3 2020554.1K$64M+4.23%
Q2 2020561.0K$60M+4.42%
Q1 2020562.2K$49M+4.26%
Q4 2019565.3K$63M+4.16%
Q3 2019566.5K$57M+4.09%
Q2 2019579.7K$58M+4.27%
Q1 2019580.5K$55M+4.15%
Q4 2018599.1K$48M+4.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Hill Investment Advisors LLC’s full portfolio or all institutional holders of MRSH.