FBT
MRSH

First Bankers Trust’s Marsh MRSH Stock Holding History

First Bankers 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 		$3.16M Sell
18,952
-1,888
-9% -$316K 0.98% 33
2026
Q1 		$3.61M Buy
20,840
+651
+3% +$117K 1.22% 19
2025
Q4 		$3.75M Sell
20,189
-407
-2% -$76.1K 1.26% 21
2025
Q3 		$4.15M Buy
20,596
+1,642
+9% +$338K 1.45% 18
2025
Q2 		$4.14M Buy
18,954
+170
+0.9% +$38.4K 1.53% 16
2025
Q1 		$4.58M Sell
18,784
-220
-1% -$49.9K 1.81% 14
2024
Q4 		$4.04M Buy
19,004
+219
+1% +$48.6K 1.58% 15
2024
Q3 		$4.19M Sell
18,785
-155
-0.8% -$34.4K 1.61% 17
2024
Q2 		$3.99M Buy
18,940
+693
+4% +$142K 1.65% 17
2024
Q1 		$3.76M Buy
18,247
+144
+0.8% +$28.7K 1.6% 17
2023
Q4 		$3.43M Buy
18,103
+1,673
+10% +$323K 1.59% 19
2023
Q3 		$3.13M Sell
16,430
-109
-0.7% -$20.9K 1.58% 22
2023
Q2 		$3.11M Sell
16,539
-460
-3% -$81.6K 1.52% 18
2023
Q1 		$2.83M Buy
16,999
+315
+2% +$52.5K 1.42% 24
2022
Q4 		$2.76M Buy
16,684
+48
+0.3% +$7.85K 1.42% 26
2022
Q3 		$2.48M Sell
16,636
-358
-2% -$57.4K 1.42% 26
2022
Q2 		$2.64M Sell
16,994
-195
-1% -$31.3K 1.38% 25
2022
Q1 		$2.93M Sell
17,189
-423
-2% -$66.7K 1.36% 22
2021
Q4 		$3.06M Buy
17,612
+215
+1% +$35.7K 1.35% 25
2021
Q3 		$2.63M Sell
17,397
-449
-3% -$67.9K 1.32% 29
2021
Q2 		$2.51M Sell
17,846
-5,846
-25% -$784K 1.22% 32
2021
Q1 		$2.89M Sell
23,692
-2,872
-11% -$331K 1.21% 34
2020
Q4 		$3.11M Buy
26,564
+2,035
+8% +$231K 1.2% 33
2020
Q3 		$2.81M Buy
24,529
+905
+4% +$104K 1.2% 31
2020
Q2 		$2.54M Buy
23,624
+590
+3% +$59.7K 1.14% 32
2020
Q1 		$1.99M Buy
23,034
+1,115
+5% +$119K 1.03% 33
2019
Q4 		$2.44M Buy
21,919
+2,383
+12% +$249K 1.03% 35
2019
Q3 		$1.96M Buy
19,536
+3,107
+19% +$311K 0.88% 39
2019
Q2 		$1.64M Buy
16,429
+9,040
+122% +$865K 0.76% 42
2019
Q1 		$694K Buy
+7,389
New +$654K 0.33% 80

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RG
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

First Bankers Trust's MRSH Position: Q2 2026 in Review

First Bankers Trust reduced its Marsh (MRSH) stake by 9.1% in Q2 2026, selling an estimated $316K and leaving 18,952 shares worth $3.16M. The position accounts for 0.98% of the portfolio, ranked #33.

First Bankers Trust first reported a position in MRSH in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.58M in Q1 2025. 408 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • First Bankers Trust held 18,952 shares of Marsh worth $3.16M as of Q2 2026.
  • First Bankers Trust sold 1,888 Marsh shares in Q2 2026, an estimated $316K.
  • Marsh made up 0.98% of First Bankers Trust's portfolio in Q2 2026, its #33 holding.
  • First Bankers Trust first reported a position in Marsh in Q1 2019 and has held it in 30 quarters since.
  • First Bankers Trust's Marsh position peaked at $4.58M in Q1 2025.
  • 408 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.