MNBTD
MRSH

Moody National Bank Trust Division’s Marsh MRSH Stock Holding History

Moody National Bank Trust Division’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 		$1.42M Sell
8,529
-67
-0.8% -$11.2K 0.12% 171
2026
Q1 		$1.49M Buy
8,596
+22
+0.3% +$3.96K 0.14% 139
2025
Q4 		$1.59M Sell
8,574
-3,644
-30% -$681K 0.15% 126
2025
Q3 		$2.46M Buy
12,218
+78
+0.6% +$16K 0.21% 103
2025
Q2 		$2.65M Sell
12,140
-348
-3% -$78.6K 0.24% 79
2025
Q1 		$3.05M Buy
12,488
+83
+0.7% +$18.8K 0.32% 59
2024
Q4 		$2.63M Sell
12,405
-658
-5% -$146K 0.28% 69
2024
Q3 		$2.91M Sell
13,063
-1,484
-10% -$329K 0.31% 66
2024
Q2 		$3.07M Buy
14,547
+17
+0.1% +$3.49K 0.24% 48
2024
Q1 		$2.99M Sell
14,530
-114
-0.8% -$22.7K 0.24% 51
2023
Q4 		$2.77M Sell
14,644
-7,165
-33% -$1.38M 0.22% 59
2023
Q3 		$4.15M Buy
21,809
+3,603
+20% +$691K 0.27% 48
2023
Q2 		$3.42M Buy
18,206
+304
+2% +$53.9K 0.23% 58
2023
Q1 		$2.98M Sell
17,902
-19
-0.1% -$3.17K 0.26% 67
2022
Q4 		$2.97M Sell
17,921
-19
-0.1% -$3.11K 0.26% 61
2022
Q3 		$2.68M Hold
17,940
– – 0.28% 64
2022
Q2 		$2.79M Sell
17,940
-7,606
-30% -$1.22M 0.29% 61
2022
Q1 		$4.35M Sell
25,546
-1,804
-7% -$284K 0.14% 44
2021
Q4 		$4.75M Sell
27,350
-124,237
-82% -$20.6M 0.14% 54
2021
Q3 		$23M Sell
151,587
-63
-0% -$9.53K 0.34% 23
2021
Q2 		$21.3M Sell
151,650
-621
-0.4% -$83.3K 0.44% 24
2021
Q1 		$18.5M Sell
152,271
-98
-0.1% -$11.3K 0.44% 28
2020
Q4 		$17.8M Sell
152,369
-45,512
-23% -$5.17M 0.46% 33
2020
Q3 		$22.7M Sell
197,881
-20
-0% -$2.29K 0.7% 20
2020
Q2 		$21.2M Buy
197,901
+515
+0.3% +$52.1K 0.66% 20
2020
Q1 		$17.1M Sell
197,386
-55
-0% -$5.86K 0.6% 20
2019
Q4 		$22M Sell
197,441
-30
-0% -$3.13K 0.58% 16
2019
Q3 		$19.8M Hold
197,471
– – 0.56% 18
2019
Q2 		$19.7M Hold
197,471
– – 0.56% 19
2019
Q1 		$18.5M Sell
197,471
-50
-0% -$4.42K 0.51% 21
2018
Q4 		$15.8M Buy
197,521
+324
+0.2% +$27K 0.45% 24
2018
Q3 		$16.3M Buy
197,197
+184,355
+1,436% +$15.6M 0.41% 28
2018
Q2 		$1.05M Hold
12,842
– – 0.05% 65
2018
Q1 		$1.06M Sell
12,842
-600
-4% -$49.7K 0.05% 66
2017
Q4 		$1.09M Sell
13,442
-310
-2% -$25.8K 0.05% 66
2017
Q3 		$1.15M Sell
13,752
-4,875
-26% -$386K 0.06% 58
2017
Q2 		$1.45M Hold
18,627
– – 0.07% 57
2017
Q1 		$1.38M Sell
18,627
-3,235
-15% -$231K 0.07% 57
2016
Q4 		$1.48M Hold
21,862
– – 0.07% 52
2016
Q3 		$1.47M Sell
21,862
-25
-0.1% -$1.68K 0.08% 47
2016
Q2 		$1.5M Hold
21,887
– – 0.09% 46
2016
Q1 		$1.33M Hold
21,887
– – 0.09% 47
2015
Q4 		$1.21M Hold
21,887
– – 0.09% 51
2015
Q3 		$1.14M Hold
21,887
– – 0.09% 50
2015
Q2 		$1.24M Hold
21,887
– – 0.09% 49
2015
Q1 		$1.23M Buy
21,887
+212
+1% +$12K 0.1% 50
2014
Q4 		$1.24M Sell
21,675
-100
-0.5% -$5.49K 0.08% 59
2014
Q3 		$1.14M Hold
21,775
– – 0.08% 61
2014
Q2 		$1.13M Hold
21,775
– – 0.08% 59
2014
Q1 		$1.07M Hold
21,775
– – 0.07% 61
2013
Q4 		$1.05M Sell
21,775
-50
-0.2% -$2.32K 0.07% 65
2013
Q3 		$951K Sell
21,825
-800
-4% -$33.6K 0.07% 62
2013
Q2 		$903K Buy
+22,625
New +$885K 0.07% 65

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RG
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Moody National Bank Trust Division's MRSH Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Marsh (MRSH) stake by 0.78% in Q2 2026, selling an estimated $11.2K and leaving 8,529 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #171.

Moody National Bank Trust Division first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $23M in Q3 2021. 692 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Moody National Bank Trust Division held 8,529 shares of Marsh worth $1.42M as of Q2 2026.
  • Moody National Bank Trust Division sold 67 Marsh shares in Q2 2026, an estimated $11.2K.
  • Marsh made up 0.12% of Moody National Bank Trust Division's portfolio in Q2 2026, its #171 holding.
  • Moody National Bank Trust Division first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
  • Moody National Bank Trust Division's Marsh position peaked at $23M in Q3 2021.
  • 692 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.