EBT
MRSH

Enterprise Bank & Trust’s Marsh MRSH Stock Holding History

Enterprise 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
2025
Q2 		$2.23M Sell
10,201
-18
-0.2% -$4.06K 0.83% 33
2025
Q1 		$2.49M Buy
10,219
+499
+5% +$113K 0.96% 30
2024
Q4 		$2.06M Buy
9,720
+20
+0.2% +$4.44K 0.68% 38
2024
Q3 		$2.16M Buy
9,700
+88
+0.9% +$19.5K 0.7% 39
2024
Q2 		$2.03M Sell
9,612
-6
-0.1% -$1.23K 0.69% 37
2024
Q1 		$1.98M Sell
9,618
-393
-4% -$78.3K 0.68% 39
2023
Q4 		$1.9M Buy
10,011
+2,026
+25% +$391K 0.68% 38
2023
Q3 		$1.52M Sell
7,985
-4
-0.1% -$767 0.63% 39
2023
Q2 		$1.5M Sell
7,989
-50
-0.6% -$8.87K 0.57% 42
2023
Q1 		$1.34M Sell
8,039
-119
-1% -$19.8K 0.58% 45
2022
Q4 		$1.35M Buy
8,158
+20
+0.2% +$3.27K 0.64% 45
2022
Q3 		$1.22M Hold
8,138
– – 0.63% 45
2022
Q2 		$1.26M Sell
8,138
-628
-7% -$101K 0.57% 48
2022
Q1 		$1.49M Sell
8,766
-529
-6% -$83.4K 0.59% 50
2021
Q4 		$1.62M Buy
9,295
+633
+7% +$105K 0.57% 52
2021
Q3 		$1.31M Buy
8,662
+180
+2% +$27.2K 0.52% 50
2021
Q2 		$1.19M Buy
8,482
+78
+0.9% +$10.5K 0.47% 55
2021
Q1 		$1.02M Buy
8,404
+378
+5% +$43.5K 0.43% 54
2020
Q4 		$939K Buy
+8,026
New +$912K 0.4% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Enterprise Bank & Trust's MRSH Position: Q2 2025 in Review

Enterprise Bank & Trust reduced its Marsh (MRSH) stake by 0.18% in Q2 2025, selling an estimated $4.06K and leaving 10,201 shares worth $2.23M. The position accounts for 0.83% of the portfolio, ranked #33.

Enterprise Bank & Trust first reported a position in MRSH in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.49M in Q1 2025. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Enterprise Bank & Trust held 10,201 shares of Marsh worth $2.23M as of Q2 2025.
  • Enterprise Bank & Trust sold 18 Marsh shares in Q2 2025, an estimated $4.06K.
  • Marsh made up 0.83% of Enterprise Bank & Trust's portfolio in Q2 2025, its #33 holding.
  • Enterprise Bank & Trust first reported a position in Marsh in Q4 2020 and has held it in 19 quarters since.
  • Enterprise Bank & Trust's Marsh position peaked at $2.49M in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.