Tower Trust & Investment Company’s Marsh MRSH Stock Holding History

Tower Trust & Investment Company’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	$138K	Sell	828 -3,233	-80%	-$540K	0.08%	100
2026 Q1	$704K	Sell	4,061 -107	-3%	-$19.2K	0.46%	57
2025 Q4	$773K	Sell	4,168 -145	-3%	-$27.1K	0.49%	51
2025 Q3	$869K	Sell	4,313 -24	-0.6%	-$4.94K	0.59%	43
2025 Q2	$948K	Sell	4,337 -45	-1%	-$10.2K	0.67%	37
2025 Q1	$988K	Buy	+4,382	New	+$994K	0.8%	29

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

Tower Trust & Investment Company's MRSH Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its Marsh (MRSH) stake by 80% in Q2 2026, selling an estimated $540K and leaving 828 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #100.

Tower Trust & Investment Company first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $988K in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Tower Trust & Investment Company held 828 shares of Marsh worth $138K as of Q2 2026.
Tower Trust & Investment Company sold 3,233 Marsh shares in Q2 2026, an estimated $540K.
Marsh made up 0.08% of Tower Trust & Investment Company's portfolio in Q2 2026, its #100 holding.
Tower Trust & Investment Company first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
Tower Trust & Investment Company's Marsh position peaked at $988K in Q1 2025.
602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.