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 Q2	$32.8M	Sell	196,761 -3,584	-2%	-$599K	0.1%	152
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pathstone Holdings's MRSH Position: Q2 2026 in Review

Pathstone Holdings reduced its Marsh (MRSH) stake by 1.8% in Q2 2026, selling an estimated $599K and leaving 196,761 shares worth $32.8M. The position accounts for 0.1% of the portfolio, ranked #152.

Pathstone Holdings first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.3M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Pathstone Holdings held 196,761 shares of Marsh worth $32.8M as of Q2 2026.
Pathstone Holdings sold 3,584 Marsh shares in Q2 2026, an estimated $599K.
Marsh made up 0.1% of Pathstone Holdings's portfolio in Q2 2026, its #152 holding.
Pathstone Holdings first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's Marsh position peaked at $51.3M in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.