Morton Community Bank’s Marsh MRSH Stock Holding History

Morton Community 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
2026 Q1	$3.61M	Buy	20,827 +395	+2%	+$71K	0.79%	66
2025 Q4	$3.85M	Buy	20,432 +995	+5%	+$186K	0.83%	65
2025 Q3	$3.46M	Buy	19,437 +1,063	+6%	+$219K	0.8%	66
2025 Q2	$4.02M	Buy	18,374 +606	+3%	+$137K	1%	42
2025 Q1	$4.34M	Sell	17,768 -695	-4%	-$158K	1.14%	24
2024 Q4	$3.92M	Buy	18,463 +140	+0.8%	+$31.1K	1.04%	31
2024 Q3	$4.09M	Sell	18,323 -55	-0.3%	-$12.2K	1.07%	29
2024 Q2	$3.87M	Buy	18,378 +884	+5%	+$182K	1.09%	29
2024 Q1	$3.6M	Buy	17,494 +947	+6%	+$189K	1.04%	32
2023 Q4	$3.14M	Buy	+16,547	New	+$3.2M	1.02%	32

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morton Community Bank's MRSH Position: Q1 2026 in Review

Morton Community Bank increased its Marsh (MRSH) stake by 1.9% in Q1 2026, buying an estimated $71K and bringing the position to 20,827 shares worth $3.61M. The position accounts for 0.79% of the portfolio, ranked #66.

Morton Community Bank first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.34M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Morton Community Bank held 20,827 shares of Marsh worth $3.61M as of Q1 2026.
Morton Community Bank bought 395 Marsh shares in Q1 2026, an estimated $71K.
Marsh made up 0.79% of Morton Community Bank's portfolio in Q1 2026, its #66 holding.
Morton Community Bank first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's Marsh position peaked at $4.34M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.