WELCH & FORBES LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,254,206
- Description
- Boston Massachusetts based relationship driven wealth allocation platform with an independent advisory structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio concentration discipline and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 374 | 8,254,206 | 13F-HR | WELCH & FORBES LLC |
| Q3 2025 | 11/4/2025 | 383 | 8,303,159 | 13F-HR | WELCH & FORBES LLC |
| Q2 2025 | 8/5/2025 | 372 | 8,008,030 | 13F-HR | WELCH & FORBES LLC |
| Q1 2025 | 5/2/2025 | 370 | 7,643,312 | 13F-HR | WELCH & FORBES LLC |
| Q4 2024 | 2/7/2025 | 379 | 7,778,080 | 13F-HR | WELCH & FORBES LLC |
| Q3 2024 | 11/4/2024 | 373 | 7,857,791 | 13F-HR | WELCH & FORBES LLC |
| Q2 2024 | 8/2/2024 | 366 | 7,493,606 | 13F-HR | WELCH & FORBES LLC |
| Q1 2024 | 5/3/2024 | 378 | 7,284,514 | 13F-HR | WELCH & FORBES LLC |
| Q4 2023 | 2/6/2024 | 366 | 6,620,253 | 13F-HR | WELCH & FORBES LLC |
| Q3 2023 | 11/3/2023 | 367 | 6,048,025 | 13F-HR | WELCH & FORBES LLC |
| Q2 2023 | 7/28/2023 | 375 | 6,339,555 | 13F-HR | WELCH & FORBES LLC |
| Q1 2023 | 4/14/2023 | 365 | 5,905,393 | 13F-HR | WELCH & FORBES LLC |
| Q4 2022 | 2/2/2023 | 368 | 5,579,393 | 13F-HR | WELCH & FORBES LLC |
| Q3 2022 | 10/31/2022 | 370 | 5,120,605 | 13F-HR | WELCH & FORBES LLC |
| Q2 2022 | 7/22/2022 | 379 | 5,465,442 | 13F-HR | WELCH & FORBES LLC |
| Q1 2022 | 4/25/2022 | 389 | 6,347,387 | 13F-HR | WELCH & FORBES LLC |
| Q4 2021 | 1/19/2022 | 386 | 6,679,882 | 13F-HR | WELCH & FORBES LLC |
| Q3 2021 | 10/13/2021 | 386 | 6,017,321 | 13F-HR | WELCH & FORBES LLC |
| Q2 2021 | 7/22/2021 | 388 | 5,918,517 | 13F-HR | WELCH & FORBES LLC |
| Q1 2021 | 4/14/2021 | 386 | 5,415,102 | 13F-HR | WELCH & FORBES LLC |
| Q4 2020 | 1/20/2021 | 386 | 5,111,871 | 13F-HR | WELCH & FORBES LLC |
| Q3 2020 | 10/23/2020 | 353 | 4,633,937 | 13F-HR | WELCH & FORBES LLC |
| Q2 2020 | 7/15/2020 | 345 | 4,269,114 | 13F-HR | WELCH & FORBES LLC |
| Q1 2020 | 4/17/2020 | 329 | 3,580,296 | 13F-HR | WELCH & FORBES LLC |
| Q4 2019 | 1/17/2020 | 351 | 4,494,581 | 13F-HR | WELCH & FORBES LLC |
| Q2 2014 | 7/31/2014 | 330 | 3,168,212 | 13F-HR | WELCH & FORBES LLC |
| Q1 2014 | 5/1/2014 | 335 | 3,157,128 | 13F-HR | WELCH & FORBES LLC |
| Q4 2013 | 1/17/2014 | 320 | 3,158,557 | 13F-HR | WELCH & FORBES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.09 M | 98.0% | 0 | 52.43 K | -52.43 K |
| ETFs | 126.2 K | 1.5% | 235 | 0 | 235 |
| Debt | 37.02 K | 0.4% | 3.225 K | 0 | 3.225 K |
| Other | 706 | 0.0% | 17 | 0 | 17 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
8,254,206
Holdings
374
QoQ value change ($000)
-48,953
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.