PSP
MRSH

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return