HB
MRSH

HTLF Bank’s Marsh MRSH Stock Holding History

HTLF Bank’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
2024
Q4 		$259K Sell
1,219
-80
-6% -$17.7K 0.03% 185
2024
Q3 		$290K Sell
1,299
-300
-19% -$66.6K 0.03% 176
2024
Q2 		$337K Sell
1,599
-2
-0.1% -$411 0.04% 170
2024
Q1 		$330K Buy
1,601
+134
+9% +$26.7K 0.04% 176
2023
Q4 		$278K Buy
+1,467
New +$283K 0.03% 182

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HTLF Bank's MRSH Position: Q4 2024 in Review

HTLF Bank reduced its Marsh (MRSH) stake by 6.2% in Q4 2024, selling an estimated $17.7K and leaving 1,219 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #185.

HTLF Bank first reported a position in MRSH in Q4 2023 and has held it in 5 quarters since. The position peaked at $337K in Q2 2024. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • HTLF Bank held 1,219 shares of Marsh worth $259K as of Q4 2024.
  • HTLF Bank sold 80 Marsh shares in Q4 2024, an estimated $17.7K.
  • Marsh made up 0.03% of HTLF Bank's portfolio in Q4 2024, its #185 holding.
  • HTLF Bank first reported a position in Marsh in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Marsh position peaked at $337K in Q2 2024.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.