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BankPlus Trust Department’s Marsh MRSH Stock Holding History

BankPlus Trust Department’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67K Sell
10
-277
-97% -$46.3K ﹤0.01% 440
2026
Q1 		$49.8K Buy
287
+277
+2,770% +$49.8K 0.01% 260
2025
Q4 		$1.85K Hold
10
– – ﹤0.01% 432
2025
Q3 		$2.02K Hold
10
– – ﹤0.01% 422
2025
Q2 		$2.19K Sell
10
-6
-38% -$1.35K ﹤0.01% 412
2025
Q1 		$3.9K Hold
16
– – ﹤0.01% 410
2024
Q4 		$3.4K Buy
+16
New +$3.55K ﹤0.01% 396

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BankPlus Trust Department's MRSH Position: Q2 2026 in Review

BankPlus Trust Department reduced its Marsh (MRSH) stake by 97% in Q2 2026, selling an estimated $46.3K and leaving 10 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

BankPlus Trust Department first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.8K in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • BankPlus Trust Department held 10 shares of Marsh worth $1.67K as of Q2 2026.
  • BankPlus Trust Department sold 277 Marsh shares in Q2 2026, an estimated $46.3K.
  • Marsh made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #440 holding.
  • BankPlus Trust Department first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Marsh position peaked at $49.8K in Q1 2026.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.