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New Covenant Trust Company’s Marsh MRSH Stock Holding History

New Covenant Trust Company’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 		– Sell
-937
Closed -$227K – 88
2025
Q1 		$227K Sell
937
-31
-3% -$7.03K 0.24% 81
2024
Q4 		$205K Sell
968
-26
-3% -$5.77K 0.2% 83
2024
Q3 		$223K Buy
+994
New +$221K 0.22% 80
2024
Q2 		– Sell
-906
Closed -$187K – 292
2024
Q1 		$187K Buy
+906
New +$181K 0.19% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

New Covenant Trust Company's MRSH Position: Q2 2025 in Review

New Covenant Trust Company sold out of Marsh (MRSH) in Q2 2025, closing a stake of 937 shares — an estimated $227K sold.

New Covenant Trust Company first reported a position in MRSH in Q1 2024 and held it in 4 quarters. The position peaked at $227K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • New Covenant Trust Company reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • New Covenant Trust Company sold 937 Marsh shares in Q2 2025, an estimated $227K.
  • New Covenant Trust Company first reported a position in Marsh in Q1 2024 and held it in 4 quarters.
  • New Covenant Trust Company's Marsh position peaked at $227K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on New Covenant Trust Company's 13F filing for Q2 2025, filed 17 Jul 2025.