Truist Financial
MRSH

Truist Financial’s Marsh MRSH Stock Holding History

Truist Financial’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 		$46.8M Sell
269,560
-16,700
-6% -$3M 0.06% 252
2025
Q4 		$53.1M Sell
286,260
-52,156
-15% -$9.75M 0.07% 229
2025
Q3 		$68.2M Sell
338,416
-22,730
-6% -$4.67M 0.09% 193
2025
Q2 		$79M Buy
361,146
+281
+0.1% +$63.4K 0.12% 166
2025
Q1 		$88.1M Sell
360,865
-5,265
-1% -$1.19M 0.14% 151
2024
Q4 		$77.8M Sell
366,130
-14,849
-4% -$3.29M 0.12% 162
2024
Q3 		$85M Sell
380,979
-380,995
-50% -$84.6M 0.13% 148
2024
Q2 		$161M Buy
761,974
+368,970
+94% +$75.8M 0.24% 89
2024
Q1 		$81M Sell
393,004
-81,780
-17% -$16.3M 0.12% 164
2023
Q4 		$90M Sell
474,784
-778,885
-62% -$151M 0.14% 143
2023
Q3 		$239M Buy
1,253,669
+25,860
+2% +$4.96M 0.4% 55
2023
Q2 		$231M Sell
1,227,809
-18,155
-1% -$3.22M 0.38% 54
2023
Q1 		$208M Sell
1,245,964
-25,043
-2% -$4.17M 0.36% 62
2022
Q4 		$210M Sell
1,271,007
-5,364
-0.4% -$877K 0.37% 65
2022
Q3 		$191M Buy
1,276,371
+30,397
+2% +$4.88M 0.37% 70
2022
Q2 		$193M Buy
1,245,974
+96,108
+8% +$15.4M 0.36% 73
2022
Q1 		$196M Buy
1,149,866
+299,521
+35% +$47.2M 0.31% 81
2021
Q4 		$148M Sell
850,345
-31,807
-4% -$5.28M 0.23% 103
2021
Q3 		$134M Sell
882,152
-62,747
-7% -$9.49M 0.22% 109
2021
Q2 		$133M Sell
944,899
-28,742
-3% -$3.85M 0.22% 113
2021
Q1 		$119M Buy
973,641
+638,528
+191% +$73.5M 0.21% 118
2020
Q4 		$39.2M Sell
335,113
-15,265
-4% -$1.73M 0.08% 243
2020
Q3 		$40.2M Sell
350,378
-31,206
-8% -$3.58M 0.09% 218
2020
Q2 		$41M Sell
381,584
-54,269
-12% -$5.49M 0.09% 220
2020
Q1 		$37.7M Sell
435,853
-11,668
-3% -$1.24M 0.1% 216
2019
Q4 		$49.9M Buy
447,521
+279,586
+166% +$29.2M 0.1% 210
2019
Q3 		$16.8M Sell
167,935
-2,872
-2% -$287K 0.29% 91
2019
Q2 		$17M Sell
170,807
-3,556
-2% -$340K 0.3% 88
2019
Q1 		$16.4M Sell
174,363
-1,275
-0.7% -$113K 0.29% 88
2018
Q4 		$14M Sell
175,638
-38,430
-18% -$3.2M 0.29% 100
2018
Q3 		$17.7M Sell
214,068
-6,086
-3% -$516K 0.32% 79
2018
Q2 		$18M Sell
220,154
-3,661
-2% -$299K 0.34% 78
2018
Q1 		$18.5M Sell
223,815
-8,464
-4% -$701K 0.35% 74
2017
Q4 		$18.9M Sell
232,279
-8,222
-3% -$683K 0.35% 74
2017
Q3 		$20.2M Sell
240,501
-26,135
-10% -$2.07M 0.39% 65
2017
Q2 		$20.8M Sell
266,636
-19,351
-7% -$1.46M 0.41% 61
2017
Q1 		$21.1M Sell
285,987
-10,979
-4% -$785K 0.42% 58
2016
Q4 		$20.1M Sell
296,966
-26,094
-8% -$1.75M 0.41% 59
2016
Q3 		$21.7M Buy
323,060
+5,188
+2% +$348K 0.45% 55
2016
Q2 		$21.8M Buy
+317,872
New +$20.4M 0.46% 54

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

Truist Financial's MRSH Position: Q1 2026 in Review

Truist Financial reduced its Marsh (MRSH) stake by 5.8% in Q1 2026, selling an estimated $3M and leaving 269,560 shares worth $46.8M. The position accounts for 0.06% of the portfolio, ranked #252.

Truist Financial first reported a position in MRSH in Q2 2016 and has held it in 40 quarters since. The position peaked at $239M in Q3 2023. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Truist Financial held 269,560 shares of Marsh worth $46.8M as of Q1 2026.
  • Truist Financial sold 16,700 Marsh shares in Q1 2026, an estimated $3M.
  • Marsh made up 0.06% of Truist Financial's portfolio in Q1 2026, its #252 holding.
  • Truist Financial first reported a position in Marsh in Q2 2016 and has held it in 40 quarters since.
  • Truist Financial's Marsh position peaked at $239M in Q3 2023.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.