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

Cornerstone 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	$3.62K	Sell	21 -354	-94%	-$59.2K	﹤0.01%	205
2026 Q1	$64.5K	Hold	375	–	–	0.02%	105
2025 Q4	$69.6K	Hold	375	–	–	0.03%	83
2025 Q3	$75.6K	Hold	375	–	–	0.03%	85
2025 Q2	$82K	Hold	375	–	–	0.04%	80
2025 Q1	$91.5K	Hold	375	–	–	0.04%	76
2024 Q4	$79.7K	Hold	375	–	–	0.04%	77
2024 Q3	$83.7K	Buy	+375	New	+$83.2K	0.04%	78

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Cornerstone National Bank & Trust reduced its Marsh (MRSH) stake by 94% in Q2 2026, selling an estimated $59.2K and leaving 21 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Cornerstone National Bank & Trust first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $91.5K in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Cornerstone National Bank & Trust held 21 shares of Marsh worth $3.62K as of Q2 2026.
Cornerstone National Bank & Trust sold 354 Marsh shares in Q2 2026, an estimated $59.2K.
Marsh made up ﹤0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #205 holding.
Cornerstone National Bank & Trust first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
Cornerstone National Bank & Trust's Marsh position peaked at $91.5K in Q1 2025.
602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.