Patrick M. Sweeney & Associates
MRSH icon

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
Q3 		$524K Buy
3,066
+10
+0.3% +$1.83K 0.3% 84
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Patrick M. Sweeney & Associates's MRSH Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Marsh (MRSH) stake by 0.33% in Q3 2026, buying an estimated $1.83K and bringing the position to 3,066 shares worth $524K. The position accounts for 0.3% of the portfolio, ranked #84.

Patrick M. Sweeney & Associates first reported a position in MRSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $578K in Q1 2025. 672 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Patrick M. Sweeney & Associates held 3,066 shares of Marsh worth $524K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 10 Marsh shares in Q3 2026, an estimated $1.83K.
  • Marsh made up 0.3% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #84 holding.
  • Patrick M. Sweeney & Associates first reported a position in Marsh in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Marsh position peaked at $578K in Q1 2025.
  • 672 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.