PMSA
MRSH

Patrick M. Sweeney & Associates’s Marsh MRSH Stock Holding History

Patrick M. Sweeney & Associates’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 		$509K Buy
3,056
+322
+12% +$53.8K 0.29% 87
2026
Q1 		$474K Buy
2,734
+50
+2% +$8.99K 0.3% 80
2025
Q4 		$498K Buy
2,684
+235
+10% +$43.9K 0.31% 79
2025
Q3 		$493K Buy
2,449
+36
+1% +$7.4K 0.32% 78
2025
Q2 		$519K Buy
2,413
+45
+2% +$10.2K 0.36% 72
2025
Q1 		$578K Hold
2,368
– – 0.43% 63
2024
Q4 		$503K Hold
2,368
– – 0.38% 69
2024
Q3 		$528K Hold
2,368
– – 0.39% 70
2024
Q2 		$499K Buy
2,368
+230
+11% +$47.2K 0.4% 65
2024
Q1 		$440K Hold
2,138
– – 0.36% 71
2023
Q4 		$405K Buy
+2,138
New +$413K 0.37% 70

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Patrick M. Sweeney & Associates's MRSH Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Marsh (MRSH) stake by 12% in Q2 2026, buying an estimated $53.8K and bringing the position to 3,056 shares worth $509K. The position accounts for 0.29% of the portfolio, ranked #87.

Patrick M. Sweeney & Associates first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $578K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Patrick M. Sweeney & Associates held 3,056 shares of Marsh worth $509K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 322 Marsh shares in Q2 2026, an estimated $53.8K.
  • Marsh made up 0.29% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #87 holding.
  • Patrick M. Sweeney & Associates first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Marsh position peaked at $578K in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.