Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$475K Sell
2,741
-1,069
-28% -$192K 0.09% 122
2025
Q4
$707K Sell
3,810
-135
-3% -$25.2K 0.13% 98
2025
Q3
$795K Sell
3,945
-200
-5% -$41.1K 0.15% 89
2025
Q2
$906K Buy
4,145
+396
+11% +$89.4K 0.18% 88
2025
Q1
$915K Buy
3,749
+4
+0.1% +$908 0.26% 68
2024
Q4
$795K Sell
3,745
-30
-0.8% -$6.66K 0.22% 76
2024
Q3
$842K Hold
3,775
0.25% 75
2024
Q2
$795K Sell
3,775
-15
-0.4% -$3.08K 0.25% 75
2024
Q1
$781K Sell
3,790
-6
-0.2% -$1.2K 0.24% 78
2023
Q4
$719K Buy
3,796
+6
+0.2% +$1.16K 0.24% 77
2023
Q3
$721K Hold
3,790
0.28% 74
2023
Q2
$713K Hold
3,790
0.27% 75
2023
Q1
$631K Sell
3,790
-323
-8% -$53.8K 0.29% 74
2022
Q4
$681K Buy
4,113
+12
+0.3% +$1.96K 0.34% 67
2022
Q3
$612K Hold
4,101
0.39% 62
2022
Q2
$637K Sell
4,101
-1
-0% -$160 0.37% 65
2022
Q1
$699K Sell
4,102
-218
-5% -$34.4K 0.36% 64
2021
Q4
$751K Hold
4,320
0.38% 62
2021
Q3
$654K Hold
4,320
0.37% 65
2021
Q2
$607K Buy
4,320
+16
+0.4% +$2.15K 0.36% 67
2021
Q1
$524K Hold
4,304
0.34% 68
2020
Q4
$504K Hold
4,304
0.35% 68
2020
Q3
$494K Hold
4,304
0.38% 62
2020
Q2
$462K Buy
4,304
+100
+2% +$10.1K 0.38% 65
2020
Q1
$364K Buy
+4,204
New +$448K 0.35% 71

Other funds holding MRSH

VeraBank's MRSH Position: Q1 2026 in Review

VeraBank reduced its Marsh (MRSH) stake by 28% in Q1 2026, selling an estimated $192K and leaving 2,741 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #122.

VeraBank first reported a position in MRSH in Q1 2020 and has held it in 25 quarters since. The position peaked at $915K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • VeraBank held 2,741 shares of Marsh worth $475K as of Q1 2026.
  • VeraBank sold 1,069 Marsh shares in Q1 2026, an estimated $192K.
  • Marsh made up 0.09% of VeraBank's portfolio in Q1 2026, its #122 holding.
  • VeraBank first reported a position in Marsh in Q1 2020 and has held it in 25 quarters since.
  • VeraBank's Marsh position peaked at $915K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.