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Heartland Bank & Trust’s Marsh MRSH Stock Holding History

Heartland 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
Q4 		– Sell
-5,480
Closed -$818K – 144
2022
Q3 		$818K Sell
5,480
-150
-3% -$24.1K 0.78% 33
2022
Q2 		$874K Buy
5,630
+143
+3% +$22.9K 0.78% 35
2022
Q1 		$935K Sell
5,487
-171
-3% -$27K 0.71% 39
2021
Q4 		$983K Buy
5,658
+88
+2% +$14.6K 0.73% 41
2021
Q3 		$843K Buy
+5,570
New +$842K 0.73% 39

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heartland Bank & Trust's MRSH Position: Q4 2022 in Review

Heartland Bank & Trust sold out of Marsh (MRSH) in Q4 2022, closing a stake of 5,480 shares — an estimated $818K sold.

Heartland Bank & Trust first reported a position in MRSH in Q3 2021 and held it in 5 quarters. The position peaked at $983K in Q4 2021. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Heartland Bank & Trust reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 5,480 Marsh shares in Q4 2022, an estimated $818K.
  • Heartland Bank & Trust first reported a position in Marsh in Q3 2021 and held it in 5 quarters.
  • Heartland Bank & Trust's Marsh position peaked at $983K in Q4 2021.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Heartland Bank & Trust's 13F filing for Q4 2022, filed 9 Feb 2023.