CNBT
MRSH

Canandaigua National Bank & Trust’s Marsh MRSH Stock Holding History

Canandaigua National 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
Q2 		$820K Buy
+4,920
New +$822K 0.07% 201
2025
Q4 		$1.03M Buy
5,538
+700
+14% +$131K 0.09% 176
2025
Q3 		$975K Sell
4,838
-4
-0.1% -$823 0.09% 191
2025
Q2 		$1.06M Sell
4,842
-91
-2% -$20.5K 0.1% 184
2025
Q1 		$1.2M Sell
4,933
-123
-2% -$27.9K 0.12% 166
2024
Q4 		$1.07M Sell
5,056
-141
-3% -$31.3K 0.11% 175
2024
Q3 		$1.16M Sell
5,197
-289
-5% -$64.2K 0.11% 172
2024
Q2 		$1.16M Sell
5,486
-458
-8% -$94.1K 0.13% 154
2024
Q1 		$1.22M Sell
5,944
-270
-4% -$53.8K 0.18% 129
2023
Q4 		$1.18M Sell
6,214
-47
-0.8% -$9.08K 0.18% 123
2023
Q3 		$1.19M Buy
6,261
+108
+2% +$20.7K 0.19% 121
2023
Q2 		$1.16M Sell
6,153
-86
-1% -$15.3K 0.19% 130
2023
Q1 		$1.04M Buy
+6,239
New +$1.04M 0.17% 136

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Canandaigua National Bank & Trust's MRSH Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in Marsh (MRSH) in Q2 2026: 4,920 shares worth $820K. The stake represents 0.07% of the portfolio and ranks #201 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in MRSH as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in MRSH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q1 2024. 1,101 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Canandaigua National Bank & Trust held 4,920 shares of Marsh worth $820K as of Q2 2026.
  • Marsh was a new Canandaigua National Bank & Trust position in Q2 2026.
  • Marsh made up 0.07% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #201 holding.
  • Canandaigua National Bank & Trust first reported a position in Marsh in Q1 2023 and has held it in 13 quarters since.
  • Canandaigua National Bank & Trust's Marsh position peaked at $1.22M in Q1 2024.
  • 1,101 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.