CBB
MRSH

Citizens Business Bank’s Marsh MRSH Stock Holding History

Citizens Business Bank’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
-890
Closed -$313K – 139
2025
Q4 		$313K Hold
890
– – 0.05% 110
2025
Q3 		$340K Hold
890
– – 0.06% 119
2025
Q2 		$369K Sell
890
-206
-19% -$46.5K 0.07% 90
2025
Q1 		$524K Hold
1,096
– – 0.11% 86
2024
Q4 		$456K Hold
1,096
– – 0.09% 91
2024
Q3 		$245K Buy
+1,096
New +$243K 0.05% 104

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citizens Business Bank's MRSH Position: Q1 2026 in Review

Citizens Business Bank sold out of Marsh (MRSH) in Q1 2026, closing a stake of 890 shares — an estimated $313K sold.

Citizens Business Bank first reported a position in MRSH in Q3 2024 and held it in 6 quarters. The position peaked at $524K in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Citizens Business Bank reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Citizens Business Bank sold 890 Marsh shares in Q1 2026, an estimated $313K.
  • Citizens Business Bank first reported a position in Marsh in Q3 2024 and held it in 6 quarters.
  • Citizens Business Bank's Marsh position peaked at $524K in Q1 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Citizens Business Bank's 13F filing for Q1 2026, filed 1 May 2026.