Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$262K Sell
1,586
-225
-12% -$36.8K 0.03% 203
2022
Q3
$270K Sell
1,811
-56
-3% -$8.98K 0.04% 194
2022
Q2
$290K Sell
1,867
-44
-2% -$7.05K 0.04% 192
2022
Q1
$326K Sell
1,911
-215
-10% -$33.9K 0.03% 189
2021
Q4
$369K Buy
2,126
+38
+2% +$6.31K 0.03% 193
2021
Q3
$316K Buy
2,088
+52
+3% +$7.87K 0.03% 194
2021
Q2
$286K Sell
2,036
-56
-3% -$7.51K 0.03% 202
2021
Q1
$255K Buy
2,092
+19
+0.9% +$2.19K 0.03% 203
2020
Q4
$242K Sell
2,073
-235
-10% -$26.7K 0.03% 202
2020
Q3
$265K Sell
2,308
-157
-6% -$18K 0.04% 191
2020
Q2
$265K Hold
2,465
0.04% 214
2020
Q1
$213K Sell
2,465
-176
-7% -$18.8K 0.03% 244
2019
Q4
$294K Hold
2,641
0.03% 235
2019
Q3
$264K Hold
2,641
0.03% 242
2019
Q2
$264K Sell
2,641
-54
-2% -$5.17K 0.03% 247
2019
Q1
$253K Sell
2,695
-7
-0.3% -$619 0.03% 256
2018
Q4
$216K Sell
2,702
-214
-7% -$17.8K 0.03% 271
2018
Q3
$241K Sell
2,916
-25
-0.9% -$2.12K 0.03% 277
2018
Q2
$241K Buy
2,941
+115
+4% +$9.39K 0.03% 279
2018
Q1
$234K Sell
2,826
-89
-3% -$7.37K 0.03% 286
2017
Q4
$238K Hold
2,915
0.03% 269
2017
Q3
$244K Buy
2,915
+116
+4% +$9.2K 0.03% 267
2017
Q2
$218K Hold
2,799
0.03% 276
2017
Q1
$207K Sell
2,799
-550
-16% -$39.3K 0.03% 287
2016
Q4
$226K Hold
3,349
0.03% 282
2016
Q3
$225K Hold
3,349
0.03% 276
2016
Q2
$229K Sell
3,349
-10
-0.3% -$642 0.03% 277
2016
Q1
$204K Sell
3,359
-263
-7% -$14.7K 0.03% 275
2015
Q4
$201K Sell
3,622
-5,027
-58% -$277K 0.03% 279
2015
Q3
$452K Sell
8,649
-270
-3% -$15.1K 0.07% 199
2015
Q2
$505K Sell
8,919
-72
-0.8% -$4.16K 0.07% 188
2015
Q1
$504K Sell
8,991
-70
-0.8% -$3.95K 0.07% 190
2014
Q4
$518K Sell
9,061
-33
-0.4% -$1.81K 0.08% 194
2014
Q3
$476K Sell
9,094
-3,027
-25% -$158K 0.08% 176
2014
Q2
$629K Sell
12,121
-18,750
-61% -$931K 0.1% 154
2014
Q1
$1.52M Buy
30,871
+990
+3% +$47.4K 0.25% 111
2013
Q4
$1.45M Buy
29,881
+828
+3% +$38.4K 0.23% 115
2013
Q3
$1.26M Buy
29,053
+483
+2% +$20.3K 0.23% 112
2013
Q2
$1.14M Buy
+28,570
New +$1.12M 0.21% 118

Other funds holding MRSH

Bank of the West's MRSH Position: Q4 2022 in Review

Bank of the West reduced its Marsh (MRSH) stake by 12% in Q4 2022, selling an estimated $36.8K and leaving 1,586 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #203.

Bank of the West first reported a position in MRSH in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.52M in Q1 2014. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Bank of the West held 1,586 shares of Marsh worth $262K as of Q4 2022.
  • Bank of the West sold 225 Marsh shares in Q4 2022, an estimated $36.8K.
  • Marsh made up 0.03% of Bank of the West's portfolio in Q4 2022, its #203 holding.
  • Bank of the West first reported a position in Marsh in Q2 2013 and has held it in 39 quarters since.
  • Bank of the West's Marsh position peaked at $1.52M in Q1 2014.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.