Midwest Trust
MRSH icon

Midwest Trust’s Marsh MRSH Stock Holding History

Midwest 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
Q3 		$787K Buy
4,612
+101
+2% +$18.5K 0.01% 399
2026
Q2 		$752K Buy
4,511
+684
+18% +$114K 0.01% 388
2026
Q1 		$664K Sell
3,827
-335
-8% -$60.2K 0.01% 390
2025
Q4 		$772K Sell
4,162
-355
-8% -$66.4K 0.01% 365
2025
Q3 		$910K Buy
4,517
+501
+12% +$103K 0.01% 357
2025
Q2 		$878K Buy
+4,016
New +$907K 0.01% 357

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Midwest Trust's MRSH Position: Q3 2026 in Review

Midwest Trust increased its Marsh (MRSH) stake by 2.2% in Q3 2026, buying an estimated $18.5K and bringing the position to 4,612 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #399.

Midwest Trust first reported a position in MRSH in Q2 2025 and has held it in 6 quarters since. The position peaked at $910K in Q3 2025. 815 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Midwest Trust held 4,612 shares of Marsh worth $787K as of Q3 2026.
  • Midwest Trust bought 101 Marsh shares in Q3 2026, an estimated $18.5K.
  • Marsh made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #399 holding.
  • Midwest Trust first reported a position in Marsh in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's Marsh position peaked at $910K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.