Burke & Herbert Bank & Trust’s Marsh MRSH Stock Holding History

Burke & Herbert Bank & Trust’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 Q1	–	Sell	-1,097	Closed	-$204K	–	238
2025 Q4	$204K	Buy	+1,097	New	+$205K	0.06%	225
2025 Q3	–	Sell	-928	Closed	-$203K	–	247
2025 Q2	$203K	Hold	928	–	–	0.05%	236
2025 Q1	$226K	Buy	+928	New	+$211K	0.05%	213
2024 Q4	–	Sell	-928	Closed	-$207K	–	232
2024 Q3	$207K	Sell	928 -65	-7%	-$14.4K	0.05%	227
2024 Q2	$209K	Buy	+993	New	+$204K	0.05%	221

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burke & Herbert Bank & Trust's MRSH Position: Q1 2026 in Review

Burke & Herbert Bank & Trust sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,097 shares — an estimated $204K sold.

Burke & Herbert Bank & Trust first reported a position in MRSH in Q2 2024 and held it in 5 quarters. The position peaked at $226K in Q1 2025. 1,548 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Burke & Herbert Bank & Trust reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Burke & Herbert Bank & Trust sold 1,097 Marsh shares in Q1 2026, an estimated $204K.
Burke & Herbert Bank & Trust first reported a position in Marsh in Q2 2024 and held it in 5 quarters.
Burke & Herbert Bank & Trust's Marsh position peaked at $226K in Q1 2025.
1,548 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q1 2026, filed 8 May 2026.