PFM
MRSH

Patton Fund Management’s Marsh MRSH Stock Holding History

Patton Fund Management’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 		– Sell
-1,557
Closed -$270K – 329
2026
Q1 		$270K Buy
1,557
+357
+30% +$64.2K 0.05% 228
2025
Q4 		$223K Buy
1,200
+196
+20% +$36.6K 0.03% 330
2025
Q3 		$202K Hold
1,004
– – 0.04% 450
2025
Q2 		$220K Buy
+1,004
New +$227K 0.05% 394

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Patton Fund Management's MRSH Position: Q2 2026 in Review

Patton Fund Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,557 shares — an estimated $270K sold.

Patton Fund Management first reported a position in MRSH in Q2 2025 and held it in 4 quarters. The position peaked at $270K in Q1 2026. 294 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Patton Fund Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 1,557 Marsh shares in Q2 2026, an estimated $270K.
  • Patton Fund Management first reported a position in Marsh in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's Marsh position peaked at $270K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.