UB
MRSH

Umpqua Bank’s Marsh MRSH Stock Holding History

Umpqua Bank’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 		$255K Sell
1,529
-207
-12% -$34.6K 0.06% 147
2026
Q1 		$301K Buy
1,736
+85
+5% +$15.3K 0.09% 136
2025
Q4 		$306K Sell
1,651
-48
-3% -$8.97K 0.09% 135
2025
Q3 		$346K Sell
1,699
-27
-2% -$5.55K 0.1% 130
2025
Q2 		$368K Buy
1,726
+218
+14% +$49.2K 0.11% 128
2025
Q1 		$368K Buy
1,508
+78
+5% +$17.7K 0.13% 117
2024
Q4 		$305K Buy
1,430
+20
+1% +$4.44K 0.11% 124
2024
Q3 		$315K Buy
1,410
+30
+2% +$6.66K 0.12% 125
2024
Q2 		$291K Sell
1,380
-15
-1% -$3.08K 0.11% 123
2024
Q1 		$287K Buy
+1,395
New +$278K 0.12% 119

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Umpqua Bank's MRSH Position: Q2 2026 in Review

Umpqua Bank reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $34.6K and leaving 1,529 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #147.

Umpqua Bank first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $368K in Q1 2025. 1,480 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Umpqua Bank held 1,529 shares of Marsh worth $255K as of Q2 2026.
  • Umpqua Bank sold 207 Marsh shares in Q2 2026, an estimated $34.6K.
  • Marsh made up 0.06% of Umpqua Bank's portfolio in Q2 2026, its #147 holding.
  • Umpqua Bank first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Marsh position peaked at $368K in Q1 2025.
  • 1,480 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.