Mechanics Bank - Trust Department’s Marsh MRSH Stock Holding History

Mechanics Bank - Trust Department’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	$2.06M	Sell	12,380 -342	-3%	-$57.2K	0.26%	90
2026 Q1	$2.21M	Sell	12,722 -2,311	-15%	-$415K	0.31%	82
2025 Q4	$2.79M	Sell	15,033 -1,380	-8%	-$258K	0.37%	69
2025 Q3	$3.31M	Sell	16,413 -663	-4%	-$136K	0.46%	56
2025 Q2	$3.73M	Sell	17,076 -128	-0.7%	-$28.9K	0.54%	47
2025 Q1	$4.2M	Sell	17,204 -503	-3%	-$114K	0.57%	47
2024 Q4	$3.76M	Buy	17,707 +264	+2%	+$58.6K	0.5%	52
2024 Q3	$3.89M	Sell	17,443 -264	-1%	-$58.6K	0.52%	51
2024 Q2	$3.73M	Sell	17,707 -734	-4%	-$151K	0.53%	51
2024 Q1	$3.8M	Sell	18,441 -148	-0.8%	-$29.5K	0.56%	53
2023 Q4	$3.52M	Buy	18,589 +408	+2%	+$78.8K	0.55%	54
2023 Q3	$3.46M	Buy	18,181 +618	+4%	+$118K	0.58%	54
2023 Q2	$3.3M	Sell	17,563 -444	-2%	-$78.8K	0.53%	57
2023 Q1	$3M	Sell	18,007 -495	-3%	-$82.5K	0.5%	59
2022 Q4	$3.06M	Sell	18,502 -213	-1%	-$34.8K	0.53%	59
2022 Q3	$2.79M	Sell	18,715 -142	-0.8%	-$22.8K	0.53%	53
2022 Q2	$2.93M	Buy	18,857 +428	+2%	+$68.6K	0.52%	55
2022 Q1	$3.14M	Buy	18,429 +1,458	+9%	+$230K	0.49%	57
2021 Q4	$2.95M	Buy	16,971 +245	+1%	+$40.7K	0.44%	62
2021 Q3	$2.53M	Buy	16,726 +504	+3%	+$76.2K	0.41%	64
2021 Q2	$2.28M	Sell	16,222 -91	-0.6%	-$12.2K	0.37%	72
2021 Q1	$1.99M	Buy	16,313 +896	+6%	+$103K	0.34%	75
2020 Q4	$1.8M	Buy	15,417 +2,947	+24%	+$335K	0.32%	77
2020 Q3	$1.43M	Buy	12,470 +2,382	+24%	+$273K	0.28%	82
2020 Q2	$1.08M	Buy	10,088 +1,785	+21%	+$181K	0.23%	91
2020 Q1	$717K	Buy	8,303 +720	+9%	+$76.8K	0.18%	98
2019 Q4	$845K	Sell	7,583 -295	-4%	-$30.8K	0.17%	106
2019 Q3	$789K	Buy	7,878 +5,490	+230%	+$549K	0.16%	109
2019 Q2	$239K	Sell	2,388 -3,104	-57%	-$297K	0.05%	139
2019 Q1	$516K	Sell	5,492 -8	-0.1%	-$708	0.12%	113
2018 Q4	$439K	Hold	5,500	–	–	0.11%	113
2018 Q3	$455K	Hold	5,500	–	–	0.1%	121
2018 Q2	$451K	Hold	5,500	–	–	0.1%	120
2018 Q1	$454K	Hold	5,500	–	–	0.11%	124
2017 Q4	$448K	Hold	5,500	–	–	0.1%	124
2017 Q3	$461K	Hold	5,500	–	–	0.11%	116
2017 Q2	$429K	Hold	5,500	–	–	0.1%	121
2017 Q1	$406K	Hold	5,500	–	–	0.1%	124
2016 Q4	$372K	Hold	5,500	–	–	0.09%	129
2016 Q3	$370K	Hold	5,500	–	–	0.09%	130
2016 Q2	$377K	Hold	5,500	–	–	0.14%	90
2016 Q1	$334K	Hold	5,500	–	–	0.13%	93
2015 Q4	$305K	Hold	5,500	–	–	0.12%	95
2015 Q3	$287K	Hold	5,500	–	–	0.11%	98
2015 Q2	$312K	Hold	5,500	–	–	0.11%	105
2015 Q1	$308K	Hold	5,500	–	–	0.1%	110
2014 Q4	$315K	Sell	5,500 -5,833	-51%	-$320K	0.1%	112
2014 Q3	$593K	Hold	11,333	–	–	0.18%	86
2014 Q2	$587K	Hold	11,333	–	–	0.17%	86
2014 Q1	$559K	Hold	11,333	–	–	0.13%	92
2013 Q4	$548K	Hold	11,333	–	–	0.13%	88
2013 Q3	$494K	Hold	11,333	–	–	0.14%	88
2013 Q2	$453K	Buy	+11,333	New	+$443K	0.12%	92

Other funds holding MRSH

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Mechanics Bank - Trust Department's MRSH Position: Q2 2026 in Review

Mechanics Bank - Trust Department reduced its Marsh (MRSH) stake by 2.7% in Q2 2026, selling an estimated $57.2K and leaving 12,380 shares worth $2.06M. The position accounts for 0.26% of the portfolio, ranked #90.

Mechanics Bank - Trust Department first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.2M in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Mechanics Bank - Trust Department held 12,380 shares of Marsh worth $2.06M as of Q2 2026.
Mechanics Bank - Trust Department sold 342 Marsh shares in Q2 2026, an estimated $57.2K.
Marsh made up 0.26% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #90 holding.
Mechanics Bank - Trust Department first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
Mechanics Bank - Trust Department's Marsh position peaked at $4.2M in Q1 2025.
602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.