FNBT
MRSH

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

FineMark 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
2025
Q4 		$4.35M Sell
23,450
-2,416
-9% -$452K 0.14% 129
2025
Q3 		$5.21M Sell
25,866
-487
-2% -$100K 0.17% 116
2025
Q2 		$5.76M Sell
26,353
-6
-0% -$1.35K 0.2% 109
2025
Q1 		$6.43M Sell
26,359
-85
-0.3% -$19.3K 0.23% 102
2024
Q4 		$5.62M Sell
26,444
-155
-0.6% -$34.4K 0.2% 105
2024
Q3 		$5.93M Sell
26,599
-59
-0.2% -$13.1K 0.21% 105
2024
Q2 		$5.62M Buy
26,658
+352
+1% +$72.3K 0.21% 105
2024
Q1 		$5.42M Buy
26,306
+869
+3% +$173K 0.2% 106
2023
Q4 		$4.82M Buy
25,437
+8,920
+54% +$1.72M 0.2% 105
2023
Q3 		$3.14M Buy
+16,517
New +$3.17M 0.14% 123
2017
Q1 		– Sell
-15
Closed -$1K – 751
2016
Q4 		$1K Hold
15
– – ﹤0.01% 1240
2016
Q3 		$1K Hold
15
– – ﹤0.01% 1254
2016
Q2 		$1K Hold
15
– – ﹤0.01% 1301
2016
Q1 		$1K Hold
15
– – ﹤0.01% 1229
2015
Q4 		$1K Hold
15
– – ﹤0.01% 1275
2015
Q3 		$1K Hold
15
– – ﹤0.01% 1409
2015
Q2 		$1K Hold
15
– – ﹤0.01% 1350
2015
Q1 		$1K Hold
15
– – ﹤0.01% 1337
2014
Q4 		$1K Hold
15
– – ﹤0.01% 1349
2014
Q3 		$1K Sell
15
-400
-96% -$20.9K ﹤0.01% 1326
2014
Q2 		$22K Hold
415
– – ﹤0.01% 871
2014
Q1 		$20K Sell
415
-28
-6% -$1.34K ﹤0.01% 891
2013
Q4 		$21K Buy
443
+43
+11% +$1.99K ﹤0.01% 824
2013
Q3 		$17K Hold
400
– – ﹤0.01% 846
2013
Q2 		$16K Buy
+400
New +$15.7K ﹤0.01% 860

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FineMark National Bank & Trust's MRSH Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Marsh (MRSH) stake by 9.3% in Q4 2025, selling an estimated $452K and leaving 23,450 shares worth $4.35M. The position accounts for 0.14% of the portfolio, ranked #129.

FineMark National Bank & Trust first reported a position in MRSH in Q2 2013 and has held it in 25 quarters since. The position peaked at $6.43M in Q1 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • FineMark National Bank & Trust held 23,450 shares of Marsh worth $4.35M as of Q4 2025.
  • FineMark National Bank & Trust sold 2,416 Marsh shares in Q4 2025, an estimated $452K.
  • Marsh made up 0.14% of FineMark National Bank & Trust's portfolio in Q4 2025, its #129 holding.
  • FineMark National Bank & Trust first reported a position in Marsh in Q2 2013 and has held it in 25 quarters since.
  • FineMark National Bank & Trust's Marsh position peaked at $6.43M in Q1 2025.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.