First Bank & Trust’s Marsh MRSH Stock Holding History

First 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
2022 Q3	–	Sell	-201	Closed	-$31K	–	372
2022 Q2	$31K	Hold	201	–	–	0.01%	293
2022 Q1	$34K	Hold	201	–	–	0.01%	294
2021 Q4	$35K	Hold	201	–	–	0.01%	292
2021 Q3	$30K	Sell	201 -140	-41%	-$21.2K	0.01%	293
2021 Q2	$48K	Hold	341	–	–	0.02%	270
2021 Q1	$42K	Sell	341 -83	-20%	-$9.56K	0.02%	276
2020 Q4	$50K	Hold	424	–	–	0.03%	254
2020 Q3	$49K	Hold	424	–	–	0.03%	245
2020 Q2	$46K	Sell	424 -119	-22%	-$12K	0.03%	235
2020 Q1	$47K	Sell	543 -170	-24%	-$18.1K	0.04%	230
2019 Q4	$79K	Hold	713	–	–	0.06%	201
2019 Q3	$71K	Hold	713	–	–	0.05%	193
2019 Q2	$71K	Buy	713 +630	+759%	+$60.3K	0.06%	188
2019 Q1	$8K	Buy	+83	New	+$7.34K	0.01%	249
2018 Q1	–	Sell	-80	Closed	-$7K	–	270
2017 Q4	$7K	Buy	+80	New	+$6.65K	0.01%	232

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Bank & Trust's MRSH Position: Q3 2022 in Review

First Bank & Trust sold out of Marsh (MRSH) in Q3 2022, closing a stake of 201 shares — an estimated $31K sold.

First Bank & Trust first reported a position in MRSH in Q4 2017 and held it in 15 quarters. The position peaked at $79K in Q4 2019. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

First Bank & Trust reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
First Bank & Trust sold 201 Marsh shares in Q3 2022, an estimated $31K.
First Bank & Trust first reported a position in Marsh in Q4 2017 and held it in 15 quarters.
First Bank & Trust's Marsh position peaked at $79K in Q4 2019.
1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.