Pathstone Holdings’s Marsh MRSH Stock Holding History

Pathstone Holdings’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	$34.7M	Sell	200,345 -1,715	-0.8%	-$308K	0.14%	112
2025 Q4	$37.5M	Sell	202,060 -2,028	-1%	-$379K	0.14%	107
2025 Q3	$41.1M	Sell	204,088 -2,404	-1%	-$494K	0.16%	87
2025 Q2	$45.1M	Sell	206,492 -3,637	-2%	-$821K	0.18%	80
2025 Q1	$51.3M	Sell	210,129 -2,791	-1%	-$633K	0.22%	76
2024 Q4	$45.2M	Sell	212,920 -3,534	-2%	-$784K	0.2%	75
2024 Q3	$48.3M	Sell	216,454 -3,303	-2%	-$733K	0.21%	80
2024 Q2	$46.3M	Sell	219,757 -1,142	-0.5%	-$235K	0.21%	78
2024 Q1	$45.5M	Buy	220,899 +22,165	+11%	+$4.42M	0.21%	74
2023 Q4	$37.7M	Buy	+198,734	New	+$38.4M	0.2%	80

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

Pathstone Holdings's MRSH Position: Q1 2026 in Review

Pathstone Holdings reduced its Marsh (MRSH) stake by 0.85% in Q1 2026, selling an estimated $308K and leaving 200,345 shares worth $34.7M. The position accounts for 0.14% of the portfolio, ranked #112.

Pathstone Holdings first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $51.3M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Pathstone Holdings held 200,345 shares of Marsh worth $34.7M as of Q1 2026.
Pathstone Holdings sold 1,715 Marsh shares in Q1 2026, an estimated $308K.
Marsh made up 0.14% of Pathstone Holdings's portfolio in Q1 2026, its #112 holding.
Pathstone Holdings first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Marsh position peaked at $51.3M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.