HT
MRSH

Heritage Trust’s Marsh MRSH Stock Holding History

Heritage 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
Q1 		$2.88M Buy
16,606
+257
+2% +$46.2K 0.29% 91
2025
Q4 		$3.03M Buy
16,349
+1,180
+8% +$221K 0.31% 80
2025
Q3 		$3.06M Buy
15,169
+137
+0.9% +$28.2K 0.32% 78
2025
Q2 		$3.29M Sell
15,032
-979
-6% -$221K 0.38% 71
2025
Q1 		$3.91M Sell
16,011
-1,268
-7% -$288K 0.47% 56
2024
Q4 		$3.67M Buy
+17,279
New +$3.83M 0.43% 65
2024
Q2 		$2.44M Sell
11,575
-168
-1% -$34.5K 0.32% 86
2024
Q1 		$2.42M Sell
11,743
-379
-3% -$75.5K 0.32% 86
2023
Q4 		$2.3M Buy
12,122
+427
+4% +$82.5K 0.32% 86
2023
Q3 		$2.23M Sell
11,695
-17
-0.1% -$3.26K 0.35% 78
2023
Q2 		$2.2M Buy
11,712
+648
+6% +$115K 0.32% 86
2023
Q1 		$1.84M Buy
11,064
+228
+2% +$38K 0.29% 97
2022
Q4 		$1.79M Sell
10,836
-86
-0.8% -$14.1K 0.29% 95
2022
Q3 		$1.63M Sell
10,922
-11,175
-51% -$1.79M 0.29% 93
2022
Q2 		$3.43M Sell
22,097
-435
-2% -$69.7K 0.56% 49
2022
Q1 		$3.84M Sell
22,532
-313
-1% -$49.3K 0.54% 53
2021
Q4 		$3.97M Sell
22,845
-358
-2% -$59.5K 0.51% 58
2021
Q3 		$3.51M Buy
23,203
+279
+1% +$42.2K 0.49% 61
2021
Q2 		$3.23M Sell
22,924
-505
-2% -$67.7K 0.46% 63
2021
Q1 		$2.85M Sell
23,429
-99
-0.4% -$11.4K 0.44% 65
2020
Q4 		$2.75M Buy
23,528
+1,359
+6% +$154K 0.45% 64
2020
Q3 		$2.54M Sell
22,169
-27
-0.1% -$3.09K 0.47% 62
2020
Q2 		$2.38M Buy
22,196
+2,607
+13% +$264K 0.47% 59
2020
Q1 		$1.69M Buy
19,589
+609
+3% +$64.9K 0.42% 63
2019
Q4 		$2.11M Buy
18,980
+1,122
+6% +$117K 0.42% 68
2019
Q3 		$1.79M Buy
17,858
+11,398
+176% +$1.14M 0.39% 70
2019
Q2 		$644K Buy
6,460
+1,310
+25% +$125K 0.14% 119
2019
Q1 		$484K Buy
+5,150
New +$455K 0.11% 131

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Trust's MRSH Position: Q1 2026 in Review

Heritage Trust increased its Marsh (MRSH) stake by 1.6% in Q1 2026, buying an estimated $46.2K and bringing the position to 16,606 shares worth $2.88M. The position accounts for 0.29% of the portfolio, ranked #91.

Heritage Trust first reported a position in MRSH in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.97M in Q4 2021. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Heritage Trust held 16,606 shares of Marsh worth $2.88M as of Q1 2026.
  • Heritage Trust bought 257 Marsh shares in Q1 2026, an estimated $46.2K.
  • Marsh made up 0.29% of Heritage Trust's portfolio in Q1 2026, its #91 holding.
  • Heritage Trust first reported a position in Marsh in Q1 2019 and has held it in 28 quarters since.
  • Heritage Trust's Marsh position peaked at $3.97M in Q4 2021.
  • 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.