BOJHT
MRSH

Bank of Jackson Hole Trust’s Marsh MRSH Stock Holding History

Bank of Jackson Hole Trust’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
2025
Q4 		– Sell
-90
Closed -$18.1K – 529
2025
Q3 		$18.1K Hold
90
– – 0.01% 336
2025
Q2 		$19.7K Hold
90
– – 0.01% 323
2025
Q1 		$21.4K Sell
90
-11
-11% -$2.5K 0.01% 311
2024
Q4 		$21.5K Buy
+101
New +$22.4K 0.01% 305

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Jackson Hole Trust's MRSH Position: Q4 2025 in Review

Bank of Jackson Hole Trust sold out of Marsh (MRSH) in Q4 2025, closing a stake of 90 shares — an estimated $18.1K sold.

Bank of Jackson Hole Trust first reported a position in MRSH in Q4 2024 and held it in 4 quarters. The position peaked at $21.5K in Q4 2024. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Bank of Jackson Hole Trust reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 90 Marsh shares in Q4 2025, an estimated $18.1K.
  • Bank of Jackson Hole Trust first reported a position in Marsh in Q4 2024 and held it in 4 quarters.
  • Bank of Jackson Hole Trust's Marsh position peaked at $21.5K in Q4 2024.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q4 2025, filed 12 Feb 2026.