Welch & Forbes LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 370
Total Value: 7643312211
Accession Number: 0001085146-25-002565
Form Type: 13F-HR
CIK: 0000105495
Manager Name: Welch & Forbes LLC

Data Enrichment

93% identified

344 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

370 positions • $7,643,312.211K total value

370 positions

Manager:

SEC FilingSEC DataHachi Filing

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COPART INC

CPRT|217204106

34941(-5.4%)

Value:

$2.0B(-6.7%)

464287499

IWR|464287499

22617(-0.0%)

Value:

$1.9B(-3.8%)

UNITEDHEALTH GROUP INC

UNH|91324P102

3562(-33.1%)

Value:

$1.9B(-30.7%)

464287614

IWF|464287614

5090(+11.9%)

Value:

$1.8B(+0.6%)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

18638(+5.7%)

Value:

$1.8B(+1.4%)

BlackRock, Inc.

BLK|09290D101

1899(+3.5%)

Value:

$1.8B(-4.5%)

46429B697

USMV|46429B697

19116(+0.0%)

Value:

$1.8B(+5.5%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

8213(-11.6%)

Value:

$1.8B(+4.9%)

Marathon Petroleum Corp

MPC|56585A102

12175(-0.8%)

Value:

$1.8B(+3.6%)

MASCO CORP /DE/

MAS|574599106

24599(-4.5%)

Value:

$1.7B(-8.4%)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

6912(+0.0%)

Value:

$1.7B(+7.2%)

Veralto Corp

VLTO|92338C103

17110(-13.1%)

Value:

$1.7B(-16.8%)

HUBBELL INC

HUBB|443510607

5027(+0.0%)

Value:

$1.7B(-21.0%)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

3187(-1.0%)

Value:

$1.6B(+8.0%)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

7134(-15.8%)

Value:

$1.6B(-42.4%)

Parker-Hannifin Corp

PH|701094104

2578(-0.6%)

Value:

$1.6B(-5.0%)

GARTNER INC

IT|366651107

3715(+0.0%)

Value:

$1.6B(-13.4%)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

8846(+0.4%)

Value:

$1.6B(-8.5%)

WASTE MANAGEMENT INC

WM|94106L109

6468(-0.2%)

Value:

$1.5B(+14.5%)

NOVO NORDISK A S

NVO|670100205

21546(+1.7%)

Value:

$1.5B(-17.9%)

Instrument	Shares		Other Manager	Value
Copart Inc(CPRTcusip217204106)	34.9K	QoQ -5.41% (-2.0K) YoY -15.25% (-6.3K)	All Managers (Combined)	$2.0M	QoQ -6.73% (-$142.7K) YoY -17.20% (-$410.8K)
(IWRcusip464287499)	22.6K	QoQ -0.02% (-5) YoY +1.47% (+329)	All Managers (Combined)	$1.9M	QoQ -3.78% (-$75.8K) YoY +2.65% (+$49.8K)
Unitedhealth Group Inc(UNHcusip91324P102)	3.6K	QoQ -33.07% (-1.8K) YoY -24.75% (-1.2K)	All Managers (Combined)	$1.9M	QoQ -30.70% (-$826.6K) YoY -20.33% (-$476.3K)
(IWFcusip464287614)	5.1K	QoQ +11.91% (+542) YoY +26.77% (+1.1K)	All Managers (Combined)	$1.8M	QoQ +0.63% (+$11.6K) YoY +35.81% (+$484.7K)
Canadian National Railway Co(CNIcusip136375102)	18.6K	QoQ +5.66% (+1.0K) YoY +7.80% (-1.4K)	All Managers (Combined)	$1.8M	QoQ +1.45% (+$26.0K) YoY -20.22% (-$460.5K)
Blackrock, Inc.(BLKcusip09290D101)	1.9K	QoQ +3.48% (-64) YoY NEW(+1.9K)	All Managers (Combined)	$1.8M	QoQ -4.45% (-$83.7K) YoY NEW(+$1.8M)
(USMVcusip46429B697)	19.1K	QoQ 0.00% (+0) YoY +3.63% (+671)	All Managers (Combined)	$1.8M	QoQ +5.48% (+$93.1K) YoY +16.13% (+$248.8K)
American Tower Corp /Ma/(AMTcusip03027X100)	8.2K	QoQ -11.61% (-1.1K) YoY -9.83% (-896)	All Managers (Combined)	$1.8M	QoQ +4.86% (-$82.9K) YoY -0.70% (-$12.7K)
Marathon Petroleum Corp(MPCcusip56585A102)	12.2K	QoQ -0.83% (-103) YoY +3.52% (-415)	All Managers (Combined)	$1.8M	QoQ +3.56% (-$61.0K) YoY -25.14% (-$595.9K)
Masco Corp /De/(MAScusip574599106)	24.6K	QoQ -4.46% (-1.1K) YoY -9.72% (-2.6K)	All Managers (Combined)	$1.7M	QoQ -8.45% (-$157.9K) YoY -20.41% (-$438.7K)
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	6.9K	QoQ 0.00% (+0) YoY +0.43% (+30)	All Managers (Combined)	$1.7M	QoQ +7.24% (+$113.1K) YoY +18.86% (+$266.0K)
Veralto Corp(VLTOcusip92338C103)	17.1K	QoQ -13.07% (-2.6K) YoY -54.32% (-20.4K)	All Managers (Combined)	$1.7M	QoQ -16.82% (-$337.3K) YoY -49.79% (-$1.7M)
Hubbell Inc(HUBBcusip443510607)	5.0K	QoQ 0.00% (-0) YoY +4.86% (-233)	All Managers (Combined)	$1.7M	QoQ -21.00% (-$442.3K) YoY -16.39% (-$326.3K)
Northrop Grumman Corp /De/(NOCcusip666807102)	3.2K	QoQ -0.99% (-32) YoY -3.57% (-118)	All Managers (Combined)	$1.6M	QoQ +8.01% (-$121.1K) YoY +3.14% (-$49.8K)
West Pharmaceutical Services Inc(WSTcusip955306105)	7.1K	QoQ -15.78% (-1.3K) YoY +16.22% (-996)	All Managers (Combined)	$1.6M	QoQ -42.43% (-$1.2M) YoY -34.24% (-$831.7K)
Parker-Hannifin Corp(PHcusip701094104)	2.6K	QoQ -0.57% (-15) YoY -42.55% (-1.9K)	All Managers (Combined)	$1.6M	QoQ -4.98% (-$82.2K) YoY -37.17% (-$927.3K)
Gartner Inc(ITcusip366651107)	3.7K	QoQ 0.00% (-0) YoY -32.88% (-1.8K)	All Managers (Combined)	$1.6M	QoQ -13.36% (-$240.5K) YoY -40.89% (-$1.1M)
Pnc Financial Services Group, Inc.(PNCcusip693475105)	8.8K	QoQ +0.38% (-34) YoY +10.60% (+848)	All Managers (Combined)	$1.6M	QoQ -8.50% (-$144.5K) YoY +20.30% (+$262.4K)
Waste Management Inc(WMcusip94106L109)	6.5K	QoQ -0.18% (-12) YoY +14.49% (+819)	All Managers (Combined)	$1.5M	QoQ +14.51% (-$189.8K) YoY +24.36% (+$293.3K)
Novo Nordisk A S(NVOcusip670100205)	21.5K	QoQ +1.74% (-370) YoY +0.28% (-61)	All Managers (Combined)	$1.5M	QoQ -17.86% (-$325.4K) YoY -45.76% (-$1.3M)