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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Patron Partners's MRSH Position: Q3 2025 in Review

Patron Partners sold out of Marsh (MRSH) in Q3 2025, closing a stake of 990 shares — an estimated $216K sold.

Patron Partners first reported a position in MRSH in Q4 2020 and held it in 19 quarters. The position peaked at $279K in Q1 2024. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Patron Partners reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Patron Partners sold 990 Marsh shares in Q3 2025, an estimated $216K.
  • Patron Partners first reported a position in Marsh in Q4 2020 and held it in 19 quarters.
  • Patron Partners's Marsh position peaked at $279K in Q1 2024.
  • 1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Patron Partners's 13F filing for Q3 2025, filed 31 Oct 2025.