TCBWMS
MRSH

Texas Capital Bank Wealth Management Services’s Marsh MRSH Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$810K Buy
4,671
+220
+5% +$39.6K 0.05% 156
2025
Q4 		$826K Sell
4,451
-435
-9% -$81.3K 0.05% 155
2025
Q3 		$985K Buy
4,886
+215
+5% +$44.2K 0.08% 95
2025
Q2 		$1.02M Buy
4,671
+246
+6% +$55.5K 0.1% 93
2025
Q1 		$1.08M Buy
4,425
+1,181
+36% +$268K 0.11% 78
2024
Q4 		$689K Sell
3,244
-619
-16% -$137K 0.07% 90
2024
Q3 		$862K Buy
3,863
+55
+1% +$12.2K 0.08% 83
2024
Q2 		$802K Sell
3,808
-183
-5% -$37.6K 0.08% 91
2024
Q1 		$822K Sell
3,991
-782
-16% -$156K 0.09% 90
2023
Q4 		$904K Buy
4,773
+185
+4% +$35.7K 0.11% 78
2023
Q3 		$873K Buy
4,588
+258
+6% +$49.4K 0.11% 86
2023
Q2 		$814K Sell
4,330
-1,385
-24% -$246K 0.09% 96
2023
Q1 		$952K Buy
5,715
+280
+5% +$46.6K 0.11% 83
2022
Q4 		$899K Buy
5,435
+1,665
+44% +$272K 0.11% 85
2022
Q3 		$563K Buy
3,770
+190
+5% +$30.5K 0.07% 96
2022
Q2 		$556K Buy
3,580
+351
+11% +$56.3K 0.06% 93
2022
Q1 		$550K Buy
3,229
+279
+9% +$44K 0.05% 101
2021
Q4 		$513K Buy
2,950
+280
+10% +$46.5K 0.04% 107
2021
Q3 		$404K Sell
2,670
-212
-7% -$32.1K 0.04% 111
2021
Q2 		$405K Buy
+2,882
New +$386K 0.05% 104
2020
Q1 		– Sell
-1,835
Closed -$204K – 123
2019
Q4 		$204K Buy
+1,835
New +$192K 0.05% 112

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

Texas Capital Bank Wealth Management Services's MRSH Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Marsh (MRSH) stake by 4.9% in Q1 2026, buying an estimated $39.6K and bringing the position to 4,671 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #156.

Texas Capital Bank Wealth Management Services first reported a position in MRSH in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.08M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 4,671 shares of Marsh worth $810K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 220 Marsh shares in Q1 2026, an estimated $39.6K.
  • Marsh made up 0.05% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #156 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Marsh in Q4 2019 and has held it in 21 quarters since.
  • Texas Capital Bank Wealth Management Services's Marsh position peaked at $1.08M in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.