Principal Street Partners’s Marsh MRSH Stock Holding History

Principal Street 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 Q4	–	Sell	-1,189	Closed	-$240K	–	264
2025 Q3	$240K	Sell	1,189 -1,153	-49%	-$237K	0.04%	223
2025 Q2	$512K	Buy	2,342 +1,171	+100%	+$264K	0.05%	196
2025 Q1	$286K	Buy	1,171 +52	+5%	+$11.8K	0.05%	175
2024 Q4	$238K	Buy	1,119 +64	+6%	+$14.2K	0.05%	198
2024 Q3	$222K	Hold	1,055	–	–	0.04%	204
2024 Q2	$222K	Sell	1,055 -408	-28%	-$83.8K	0.04%	220
2024 Q1	$301K	Buy	+1,463	New	+$292K	0.06%	177
2023 Q4	–	Sell	-2,110	Closed	-$402K	–	229
2023 Q3	$402K	Buy	+2,110	New	+$404K	0.08%	175
2020 Q1	–	Sell	-8,208	Closed	-$914K	–	167
2019 Q4	$914K	Buy	8,208 +3,149	+62%	+$329K	0.2%	86
2019 Q3	$506K	Buy	+5,059	New	+$506K	0.13%	106

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Street Partners's MRSH Position: Q4 2025 in Review

Principal Street Partners sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,189 shares — an estimated $240K sold.

Principal Street Partners first reported a position in MRSH in Q3 2019 and held it in 10 quarters. The position peaked at $914K in Q4 2019. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Principal Street Partners reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
Principal Street Partners sold 1,189 Marsh shares in Q4 2025, an estimated $240K.
Principal Street Partners first reported a position in Marsh in Q3 2019 and held it in 10 quarters.
Principal Street Partners's Marsh position peaked at $914K in Q4 2019.
1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Principal Street Partners's 13F filing for Q4 2025, filed 17 Feb 2026.