CT
MRSH

Colonial Trust’s Marsh MRSH Stock Holding History

Colonial 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 		$64.3K Sell
386
-190
-33% -$31.8K 0.01% 478
2026
Q1 		$100K Buy
576
+16
+3% +$2.88K 0.01% 422
2025
Q4 		$104K Sell
560
-922
-62% -$172K 0.01% 417
2025
Q3 		$299K Sell
1,482
-8
-0.5% -$1.65K 0.04% 244
2025
Q2 		$326K Buy
1,490
+134
+10% +$30.3K 0.05% 233
2025
Q1 		$331K Buy
1,356
+21
+2% +$4.76K 0.05% 216
2024
Q4 		$283K Buy
1,335
+193
+17% +$42.8K 0.04% 239
2024
Q3 		$255K Sell
1,142
-35
-3% -$7.77K 0.04% 261
2024
Q2 		$248K Buy
1,177
+162
+16% +$33.3K 0.04% 241
2024
Q1 		$209K Sell
1,015
-187
-16% -$37.3K 0.04% 262
2023
Q4 		$228K Sell
1,202
-347
-22% -$67.1K 0.05% 241
2023
Q3 		$303K Buy
1,549
+59
+4% +$11.3K 0.07% 177
2023
Q2 		$277K Hold
1,490
– – 0.07% 189
2023
Q1 		$246K Buy
1,490
+1,178
+378% +$196K 0.06% 207
2022
Q4 		$52K Buy
+312
New +$51K 0.01% 433

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
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

Colonial Trust's MRSH Position: Q2 2026 in Review

Colonial Trust reduced its Marsh (MRSH) stake by 33% in Q2 2026, selling an estimated $31.8K and leaving 386 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #478.

Colonial Trust first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $331K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Colonial Trust held 386 shares of Marsh worth $64.3K as of Q2 2026.
  • Colonial Trust sold 190 Marsh shares in Q2 2026, an estimated $31.8K.
  • Marsh made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #478 holding.
  • Colonial Trust first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's Marsh position peaked at $331K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.