First United Bank & Trust’s Marsh MRSH Stock Holding History

First United 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	$30.8K	Hold	185	–	–	0.01%	275
2026 Q1	$32.1K	Hold	185	–	–	0.01%	268
2025 Q4	$34.3K	Sell	185 -31	-14%	-$5.79K	0.01%	262
2025 Q3	$43.5K	Hold	216	–	–	0.01%	244
2025 Q2	$47.2K	Hold	216	–	–	0.02%	224
2025 Q1	$52.7K	Buy	216 +11	+5%	+$2.5K	0.02%	222
2024 Q4	$43.5K	Hold	205	–	–	0.02%	235
2024 Q3	$45.7K	Hold	205	–	–	0.02%	230
2024 Q2	$43.2K	Hold	205	–	–	0.02%	238
2024 Q1	$42.2K	Sell	205 -23	-10%	-$4.58K	0.02%	254
2023 Q4	$43.2K	Buy	+228	New	+$44.1K	0.02%	248

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

First United Bank & Trust held its Marsh (MRSH) position steady in Q2 2026 at 185 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #275.

First United Bank & Trust first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.7K in Q1 2025. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

First United Bank & Trust held 185 shares of Marsh worth $30.8K as of Q2 2026.
First United Bank & Trust left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #275 holding.
First United Bank & Trust first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's Marsh position peaked at $52.7K in Q1 2025.
401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.