PP
MRSH

Patron Partners’s Marsh MRSH Stock Holding History

Patron Partners’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
2025
Q3 		– Sell
-990
Closed -$216K – 179
2025
Q2 		$216K Sell
990
-16
-2% -$3.61K 0.11% 167
2025
Q1 		$245K Sell
1,006
-57
-5% -$12.9K 0.13% 152
2024
Q4 		$226K Buy
1,063
+12
+1% +$2.66K 0.12% 159
2024
Q3 		$234K Sell
1,051
-199
-16% -$44.2K 0.13% 152
2024
Q2 		$263K Sell
1,250
-103
-8% -$21.2K 0.15% 142
2024
Q1 		$279K Sell
1,353
-83
-6% -$16.5K 0.17% 139
2023
Q4 		$272K Sell
1,436
-3
-0.2% -$580 0.18% 135
2023
Q3 		$274K Hold
1,439
– – 0.2% 124
2023
Q2 		$271K Sell
1,439
-80
-5% -$14.2K 0.19% 128
2023
Q1 		$253K Hold
1,519
– – 0.19% 128
2022
Q4 		$251K Buy
1,519
+44
+3% +$7.2K 0.19% 130
2022
Q3 		$220K Sell
1,475
-63
-4% -$10.1K 0.18% 135
2022
Q2 		$239K Buy
1,538
+63
+4% +$10.1K 0.19% 133
2022
Q1 		$251K Sell
1,475
-5
-0.3% -$788 0.17% 135
2021
Q4 		$257K Sell
1,480
-2
-0.1% -$332 0.17% 139
2021
Q3 		$224K Sell
1,482
-20
-1% -$3.02K 0.16% 147
2021
Q2 		$211K Sell
1,502
-433
-22% -$58.1K 0.16% 152
2021
Q1 		$235K Sell
1,935
-261
-12% -$30.1K 0.2% 129
2020
Q4 		$257K Buy
+2,196
New +$250K 0.25% 106

Other funds holding MRSH

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return