First National Bank of Mount Dora’s Marsh MRSH Stock Holding History

First National Bank of Mount Dora’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	$3.74M	Sell	22,435 -165	-0.7%	-$27.6K	0.75%	47
2026 Q1	$3.92M	Sell	22,600 -3,681	-14%	-$662K	0.85%	48
2025 Q4	$4.88M	Buy	26,281 +323	+1%	+$60.4K	1.07%	36
2025 Q3	$5.23M	Buy	25,958 +8,938	+53%	+$1.84M	1.16%	35
2025 Q2	$3.72M	Sell	17,020 -272	-2%	-$61.4K	0.84%	43
2025 Q1	$4.22M	Sell	17,292 -7,585	-30%	-$1.72M	1.03%	37
2024 Q4	$5.28M	Buy	24,877 +211	+0.9%	+$46.8K	1.24%	34
2024 Q3	$5.5M	Buy	24,666 +1,056	+4%	+$234K	1.25%	31
2024 Q2	$4.98M	Sell	23,610 -33	-0.1%	-$6.78K	1.2%	29
2024 Q1	$4.87M	Buy	23,643 +1,739	+8%	+$347K	1.19%	35
2023 Q4	$4.15M	Buy	21,904 +1,633	+8%	+$316K	1.11%	38
2023 Q3	$3.86M	Buy	20,271 +2,427	+14%	+$465K	1.14%	36
2023 Q2	$3.36M	Buy	+17,844	New	+$3.17M	0.95%	44

Other funds holding MRSH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First National Bank of Mount Dora's MRSH Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its Marsh (MRSH) stake by 0.73% in Q2 2026, selling an estimated $27.6K and leaving 22,435 shares worth $3.74M. The position accounts for 0.75% of the portfolio, ranked #47.

First National Bank of Mount Dora first reported a position in MRSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.5M in Q3 2024. 797 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

First National Bank of Mount Dora held 22,435 shares of Marsh worth $3.74M as of Q2 2026.
First National Bank of Mount Dora sold 165 Marsh shares in Q2 2026, an estimated $27.6K.
Marsh made up 0.75% of First National Bank of Mount Dora's portfolio in Q2 2026, its #47 holding.
First National Bank of Mount Dora first reported a position in Marsh in Q2 2023 and has held it in 13 quarters since.
First National Bank of Mount Dora's Marsh position peaked at $5.5M in Q3 2024.
797 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.