Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$491K Sell
2,945
-583
-17% -$97.5K 0.02% 281
2026
Q1
$612K Sell
3,528
-384
-10% -$69K 0.02% 287
2025
Q4
$726K Sell
3,912
-799
-17% -$149K 0.02% 268
2025
Q3
$949K Sell
4,711
-2,504
-35% -$515K 0.03% 249
2025
Q2
$1.58M Sell
7,215
-1
-0% -$226 0.06% 205
2025
Q1
$1.76M Sell
7,216
-904
-11% -$205K 0.07% 190
2024
Q4
$1.72M Sell
8,120
-73
-0.9% -$16.2K 0.06% 196
2024
Q3
$1.83M Sell
8,193
-32
-0.4% -$7.1K 0.07% 184
2024
Q2
$1.73M Sell
8,225
-482
-6% -$99K 0.07% 172
2024
Q1
$1.79M Sell
8,707
-412
-5% -$82.1K 0.07% 171
2023
Q4
$1.73M Sell
9,119
-1,249
-12% -$241K 0.08% 167
2023
Q3
$1.97M Sell
10,368
-1,623
-14% -$311K 0.09% 150
2023
Q2
$2.26M Sell
11,991
-98
-0.8% -$17.4K 0.1% 149
2023
Q1
$2.01M Sell
12,089
-346
-3% -$57.6K 0.11% 153
2022
Q4
$2.06M Buy
12,435
+162
+1% +$26.5K 0.11% 147
2022
Q3
$1.83M Buy
12,273
+103
+0.8% +$16.5K 0.11% 154
2022
Q2
$1.89M Buy
12,170
+962
+9% +$154K 0.11% 161
2022
Q1
$1.91M Buy
11,208
+925
+9% +$146K 0.1% 164
2021
Q4
$1.79M Buy
10,283
+37
+0.4% +$6.15K 0.09% 164
2021
Q3
$1.55M Buy
10,246
+462
+5% +$69.9K 0.09% 161
2021
Q2
$1.38M Buy
9,784
+283
+3% +$37.9K 0.08% 168
2021
Q1
$1.16M Buy
9,501
+99
+1% +$11.4K 0.08% 181
2020
Q4
$1.1M Buy
9,402
+1,739
+23% +$198K 0.08% 171
2020
Q3
$879K Buy
7,663
+2,038
+36% +$234K 0.07% 171
2020
Q2
$604K Buy
5,625
+1,685
+43% +$171K 0.05% 195
2020
Q1
$341K Sell
3,940
-546
-12% -$58.2K 0.03% 229
2019
Q4
$500K Hold
4,486
0.04% 222
2019
Q3
$449K Sell
4,486
-484
-10% -$48.4K 0.04% 228
2019
Q2
$496K Sell
4,970
-117
-2% -$11.2K 0.05% 225
2019
Q1
$478K Sell
5,087
-550
-10% -$48.6K 0.05% 222
2018
Q4
$450K Sell
5,637
-118
-2% -$9.84K 0.05% 220
2018
Q3
$476K Sell
5,755
-501
-8% -$42.4K 0.05% 229
2018
Q2
$513K Sell
6,256
-8
-0.1% -$653 0.06% 224
2018
Q1
$517K Sell
6,264
-604
-9% -$50K 0.06% 222
2017
Q4
$559K Buy
6,868
+9
+0.1% +$748 0.06% 218
2017
Q3
$575K Buy
6,859
+12
+0.2% +$951 0.07% 216
2017
Q2
$534K Buy
6,847
+14
+0.2% +$1.06K 0.07% 225
2017
Q1
$505K Sell
6,833
-524
-7% -$37.4K 0.07% 221
2016
Q4
$497K Sell
7,357
-1,200
-14% -$80.4K 0.07% 218
2016
Q3
$575K Sell
8,557
-65
-0.8% -$4.35K 0.09% 190
2016
Q2
$590K Buy
8,622
+79
+0.9% +$5.07K 0.09% 187
2016
Q1
$519K Sell
8,543
-136
-2% -$7.62K 0.08% 193
2015
Q4
$481K Buy
8,679
+559
+7% +$30.8K 0.08% 203
2015
Q3
$424K Buy
+8,120
New +$453K 0.07% 209

Other funds holding MRSH

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

First National Trust reduced its Marsh (MRSH) stake by 17% in Q2 2026, selling an estimated $97.5K and leaving 2,945 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #281.

First National Trust first reported a position in MRSH in Q3 2015 and has held it in 44 quarters since. The position peaked at $2.26M in Q2 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • First National Trust held 2,945 shares of Marsh worth $491K as of Q2 2026.
  • First National Trust sold 583 Marsh shares in Q2 2026, an estimated $97.5K.
  • Marsh made up 0.02% of First National Trust's portfolio in Q2 2026, its #281 holding.
  • First National Trust first reported a position in Marsh in Q3 2015 and has held it in 44 quarters since.
  • First National Trust's Marsh position peaked at $2.26M in Q2 2023.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.