WTC
MRSH

WhitTier Trust Company’s Marsh MRSH Stock Holding History

WhitTier Trust 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 		$12.3M Sell
69,175
-1,512
-2% -$253K 0.23% 92
2026
Q1 		$12.4M Buy
70,687
+4,479
+7% +$805K 0.25% 86
2025
Q4 		$12.3M Sell
66,208
-1,670
-2% -$312K 0.26% 85
2025
Q3 		$13.7M Buy
67,878
+1,416
+2% +$291K 0.29% 74
2025
Q2 		$14.5M Buy
66,462
+1,783
+3% +$403K 0.33% 66
2025
Q1 		$15.8M Buy
64,679
+1,911
+3% +$434K 0.4% 59
2024
Q4 		$13.3M Buy
62,768
+2,819
+5% +$625K 0.33% 67
2024
Q3 		$13.4M Buy
59,949
+1,043
+2% +$232K 0.35% 65
2024
Q2 		$12.4M Buy
58,906
+1,033
+2% +$212K 0.35% 64
2024
Q1 		$11.9M Buy
57,873
+1,186
+2% +$236K 0.34% 73
2023
Q4 		$10.7M Buy
56,687
+200
+0.4% +$38.6K 0.34% 69
2023
Q3 		$10.7M Buy
56,487
+35
+0.1% +$6.71K 0.38% 62
2023
Q2 		$10.6M Buy
56,452
+692
+1% +$123K 0.36% 66
2023
Q1 		$9.29M Buy
55,760
+1,798
+3% +$300K 0.34% 74
2022
Q4 		$8.93M Buy
53,962
+1,354
+3% +$221K 0.35% 65
2022
Q3 		$7.85M Buy
52,608
+3,186
+6% +$511K 0.33% 71
2022
Q2 		$7.67M Buy
49,422
+3,521
+8% +$564K 0.32% 77
2022
Q1 		$7.82M Buy
45,901
+6,345
+16% +$1M 0.28% 83
2021
Q4 		$6.88M Buy
39,556
+2,730
+7% +$453K 0.25% 92
2021
Q3 		$5.58M Buy
36,826
+1,287
+4% +$195K 0.23% 107
2021
Q2 		$5M Sell
35,539
-55
-0.2% -$7.37K 0.21% 114
2021
Q1 		$4.33M Buy
35,594
+2,563
+8% +$295K 0.19% 115
2020
Q4 		$3.87M Buy
33,031
+1,980
+6% +$225K 0.19% 117
2020
Q3 		$3.56M Buy
31,051
+592
+2% +$67.8K 0.21% 109
2020
Q2 		$3.27M Buy
30,459
+12,918
+74% +$1.31M 0.21% 111
2020
Q1 		$1.52M Buy
17,541
+3,575
+26% +$381K 0.12% 152
2019
Q4 		$1.56M Buy
13,966
+1,832
+15% +$191K 0.1% 168
2019
Q3 		$1.21M Buy
12,134
+9,726
+404% +$972K 0.08% 187
2019
Q2 		$240K Hold
2,408
– – 0.02% 374
2019
Q1 		$226K Sell
2,408
-106
-4% -$9.38K 0.02% 378
2018
Q4 		$201K Buy
2,514
+117
+5% +$9.75K 0.02% 381
2018
Q3 		$198K Hold
2,397
– – 0.01% 400
2018
Q2 		$197K Hold
2,397
– – 0.02% 392
2018
Q1 		$198K Buy
2,397
+22
+0.9% +$1.82K 0.02% 380
2017
Q4 		$194K Hold
2,375
– – 0.02% 358
2017
Q3 		$199K Hold
2,375
– – 0.02% 337
2017
Q2 		$185K Buy
2,375
+1,095
+86% +$82.7K 0.02% 346
2017
Q1 		$94K Buy
1,280
+80
+7% +$5.72K 0.01% 438
2016
Q4 		$81K Hold
1,200
– – 0.01% 459
2016
Q3 		$80K Hold
1,200
– – 0.01% 457
2016
Q2 		$82K Hold
1,200
– – 0.01% 451
2016
Q1 		$73K Hold
1,200
– – 0.01% 466
2015
Q4 		$67K Buy
1,200
+450
+60% +$24.8K 0.01% 470
2015
Q3 		$39K Hold
750
– – ﹤0.01% 563
2015
Q2 		$43K Hold
750
– – ﹤0.01% 566
2015
Q1 		$42K Hold
750
– – ﹤0.01% 569
2014
Q4 		$43K Hold
750
– – ﹤0.01% 559
2014
Q3 		$39K Sell
750
-75
-9% -$3.91K ﹤0.01% 581
2014
Q2 		$43K Hold
825
– – ﹤0.01% 577
2014
Q1 		$41K Hold
825
– – ﹤0.01% 591
2013
Q4 		$40K Hold
825
– – ﹤0.01% 570
2013
Q3 		$36K Hold
825
– – ﹤0.01% 559
2013
Q2 		$33K Buy
+825
New +$32.3K ﹤0.01% 556

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RG
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WhitTier Trust Company's MRSH Position: Q2 2026 in Review

WhitTier Trust Company reduced its Marsh (MRSH) stake by 2.1% in Q2 2026, selling an estimated $253K and leaving 69,175 shares worth $12.3M. The position accounts for 0.23% of the portfolio, ranked #92.

WhitTier Trust Company first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.8M in Q1 2025. 605 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • WhitTier Trust Company held 69,175 shares of Marsh worth $12.3M as of Q2 2026.
  • WhitTier Trust Company sold 1,512 Marsh shares in Q2 2026, an estimated $253K.
  • Marsh made up 0.23% of WhitTier Trust Company's portfolio in Q2 2026, its #92 holding.
  • WhitTier Trust Company first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's Marsh position peaked at $15.8M in Q1 2025.
  • 605 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.