NBT
MRSH

Northwest Bank & Trust’s Marsh MRSH Stock Holding History

Northwest 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
2024
Q4 		$948K Buy
4,063
+40
+1% +$8.87K 0.7% 33
2024
Q3 		$897K Buy
4,023
+74
+2% +$16.4K 0.68% 39
2024
Q2 		$832K Buy
3,949
+131
+3% +$26.9K 0.7% 37
2024
Q1 		$761K Sell
3,818
-14
-0.4% -$2.79K 0.7% 40
2023
Q4 		$726K Buy
+3,832
New +$740K 0.65% 44
2023
Q2 		$709K Buy
+3,769
New +$669K 0.68% 47

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwest Bank & Trust's MRSH Position: Q4 2024 in Review

Northwest Bank & Trust increased its Marsh (MRSH) stake by 0.99% in Q4 2024, buying an estimated $8.87K and bringing the position to 4,063 shares worth $948K. The position accounts for 0.7% of the portfolio, ranked #33.

Northwest Bank & Trust first reported a position in MRSH in Q2 2023 and has held it in 6 quarters since. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Northwest Bank & Trust held 4,063 shares of Marsh worth $948K as of Q4 2024.
  • Northwest Bank & Trust bought 40 Marsh shares in Q4 2024, an estimated $8.87K.
  • Marsh made up 0.7% of Northwest Bank & Trust's portfolio in Q4 2024, its #33 holding.
  • Northwest Bank & Trust first reported a position in Marsh in Q2 2023 and has held it in 6 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.