BHBT
MRSH

Burke & Herbert Bank & Trust’s Marsh MRSH Stock Holding History

Burke & Herbert Bank & 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
2026
Q1 		– Sell
-1,097
Closed -$204K – 238
2025
Q4 		$204K Buy
+1,097
New +$205K 0.06% 225
2025
Q3 		– Sell
-928
Closed -$203K – 247
2025
Q2 		$203K Hold
928
– – 0.05% 236
2025
Q1 		$226K Buy
+928
New +$211K 0.05% 213
2024
Q4 		– Sell
-928
Closed -$207K – 232
2024
Q3 		$207K Sell
928
-65
-7% -$14.4K 0.05% 227
2024
Q2 		$209K Buy
+993
New +$204K 0.05% 221

Other funds holding MRSH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return