Canandaigua National Corp’s Marsh MRSH Stock Holding History

Canandaigua National Corp’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	$910K	Buy	+5,248	New	+$944K	0.08%	191
2022 Q4	$1.05M	Sell	6,332 -110	-2%	-$18K	0.18%	129
2022 Q3	$962K	Sell	6,442 -330	-5%	-$52.9K	0.17%	131
2022 Q2	$1.05M	Sell	6,772 -446	-6%	-$71.5K	0.19%	126
2022 Q1	$1.23M	Buy	7,218 +273	+4%	+$43K	0.19%	127
2021 Q4	$1.21M	Sell	6,945 -496	-7%	-$82.4K	0.18%	132
2021 Q3	$1.13M	Buy	7,441 +262	+4%	+$39.6K	0.18%	131
2021 Q2	$1.01M	Sell	7,179 -125	-2%	-$16.8K	0.16%	135
2021 Q1	$890K	Buy	7,304 +127	+2%	+$14.6K	0.15%	140
2020 Q4	$840K	Sell	7,177 -12	-0.2%	-$1.36K	0.15%	138
2020 Q3	$825K	Buy	7,189 +18	+0.3%	+$2.06K	0.15%	141
2020 Q2	$770K	Buy	+7,171	New	+$726K	0.14%	144

Other funds holding MRSH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canandaigua National Corp's MRSH Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Marsh (MRSH) in Q1 2026: 5,248 shares worth $910K. The stake represents 0.08% of the portfolio and ranks #191 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in MRSH as recently as Q4 2022.

Canandaigua National Corp first reported a position in MRSH in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2022. 1,539 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Canandaigua National Corp held 5,248 shares of Marsh worth $910K as of Q1 2026.
Marsh was a new Canandaigua National Corp position in Q1 2026.
Marsh made up 0.08% of Canandaigua National Corp's portfolio in Q1 2026, its #191 holding.
Canandaigua National Corp first reported a position in Marsh in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's Marsh position peaked at $1.23M in Q1 2022.
1,539 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.