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Enterprise Bank & Trust Co

SEC CIK
0001770710
Latest filing
Jul 7, 2025

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Enterprise Bank & Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRSH overviewAll 13F holders of MRSHFull Q2 2025 holdings

Shares (Q2 2025)
10,201
Value
$2.23M
% of portfolio
0.8%
Quarters held
18
Since Q1 2021
Holdings of MRSH by Enterprise Bank & Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202510,201$2.23M0.8%−18−0.2%ReducedHolders
Q1 202510,219$2.49M1.0%+499+5.1%AddedHolders
Q4 20249,720$2.06M0.7%+20+0.2%AddedHolders
Q3 20249,700$2.16M0.7%+88+0.9%AddedHolders
Q2 20249,612$2.03M0.7%−6−0.1%ReducedHolders
Q1 20249,618$1.98M0.7%−393−3.9%ReducedHolders
Q4 202310,011$1.90M0.7%+2,026+25.4%AddedHolders
Q3 20237,985$1.52M0.6%−4−0.1%ReducedHolders
Q2 20237,989$1.50M0.6%−50−0.6%ReducedHolders
Q1 20238,039$1.34M0.6%−119−1.5%ReducedHolders
Q4 20228,158$1.35M0.6%+20+0.2%AddedHolders
Q3 20228,138$1.22M0.6%00.0%UnchangedHolders
Q2 20228,138$1.26M0.6%−628−7.2%ReducedHolders
Q1 20228,766$1.49M0.6%−529−5.7%ReducedHolders
Q4 20219,295$1.62M0.6%+633+7.3%AddedHolders
Q3 20218,662$1.31M0.5%+180+2.1%AddedHolders
Q2 20218,482$1.19M0.5%+78+0.9%AddedHolders
Q1 20218,404$1.02M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.