Pallas Capital Advisors’s Marsh MRSH Stock Holding History

Pallas Capital Advisors’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 Q2	$1.27M	Buy	7,603 +85	+1%	+$14.2K	0.04%	301
2026 Q1	$1.3M	Buy	7,518 +2,626	+54%	+$472K	0.05%	277
2025 Q4	$908K	Buy	4,892 +1,213	+33%	+$227K	0.03%	376
2025 Q3	$741K	Buy	3,679 +1,294	+54%	+$266K	0.03%	413
2025 Q2	$522K	Sell	2,385 -958	-29%	-$216K	0.02%	490
2025 Q1	$816K	Buy	3,343 +1,717	+106%	+$390K	0.03%	340
2024 Q4	$345K	Buy	1,626 +393	+32%	+$87.2K	0.01%	446
2024 Q3	$274K	Buy	1,233 +39	+3%	+$8.66K	0.01%	495
2024 Q2	$260K	Buy	1,194 +145	+14%	+$29.8K	0.01%	438
2024 Q1	$216K	Buy	+1,049	New	+$209K	0.01%	408
2023 Q2	–	Sell	-1,208	Closed	-$217K	–	284
2023 Q1	$217K	Buy	+1,208	New	+$201K	0.02%	256

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pallas Capital Advisors's MRSH Position: Q2 2026 in Review

Pallas Capital Advisors increased its Marsh (MRSH) stake by 1.1% in Q2 2026, buying an estimated $14.2K and bringing the position to 7,603 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #301.

Pallas Capital Advisors first reported a position in MRSH in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Pallas Capital Advisors held 7,603 shares of Marsh worth $1.27M as of Q2 2026.
Pallas Capital Advisors bought 85 Marsh shares in Q2 2026, an estimated $14.2K.
Marsh made up 0.04% of Pallas Capital Advisors's portfolio in Q2 2026, its #301 holding.
Pallas Capital Advisors first reported a position in Marsh in Q1 2023 and has held it in 11 quarters since.
Pallas Capital Advisors's Marsh position peaked at $1.3M in Q1 2026.
1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.