PA
MRSH

Procyon Advisors’s Marsh MRSH Stock Holding History

Procyon Advisors’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 		$364K Sell
2,182
-132
-6% -$22.1K 0.02% 419
2026
Q1 		$401K Buy
2,314
+35
+2% +$6.29K 0.02% 390
2025
Q4 		$423K Buy
2,279
+56
+3% +$10.5K 0.02% 361
2025
Q3 		$448K Buy
2,223
+64
+3% +$13.2K 0.03% 332
2025
Q2 		$472K Sell
2,159
-428
-17% -$96.6K 0.04% 291
2025
Q1 		$631K Buy
2,587
+65
+3% +$14.7K 0.04% 333
2024
Q4 		$536K Buy
2,522
+120
+5% +$26.6K 0.03% 320
2024
Q3 		$536K Sell
2,402
-145
-6% -$32.2K 0.04% 326
2024
Q2 		$537K Sell
2,547
-891
-26% -$183K 0.04% 301
2024
Q1 		$708K Sell
3,438
-588
-15% -$117K 0.05% 267
2023
Q4 		$763K Buy
4,026
+101
+3% +$19.5K 0.06% 244
2023
Q3 		$747K Sell
3,925
-51
-1% -$9.78K 0.08% 236
2023
Q2 		$748K Sell
3,976
-11
-0.3% -$1.95K 0.09% 203
2023
Q1 		$664K Buy
3,987
+271
+7% +$45.1K 0.11% 179
2022
Q4 		$615K Buy
3,716
+553
+17% +$90.4K 0.11% 178
2022
Q3 		$472K Buy
3,163
+131
+4% +$21K 0.12% 173
2022
Q2 		$471K Buy
3,032
+378
+14% +$60.6K 0.1% 187
2022
Q1 		$452K Buy
2,654
+445
+20% +$70.2K 0.09% 201
2021
Q4 		$384K Buy
2,209
+244
+12% +$40.5K 0.08% 215
2021
Q3 		$298K Buy
1,965
+75
+4% +$11.3K 0.08% 238
2021
Q2 		$266K Sell
1,890
-6
-0.3% -$804 0.07% 242
2021
Q1 		$231K Sell
1,896
-122
-6% -$14.1K 0.1% 220
2020
Q4 		$236K Sell
2,018
-96
-5% -$10.9K 0.12% 207
2020
Q3 		$242K Sell
2,114
-88
-4% -$10.1K 0.13% 173
2020
Q2 		$236K Buy
2,202
+73
+3% +$7.39K 0.13% 159
2020
Q1 		$184K Sell
2,129
-76
-3% -$8.1K 0.12% 163
2019
Q4 		$246K Buy
+2,205
New +$230K 0.15% 138

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Procyon Advisors's MRSH Position: Q2 2026 in Review

Procyon Advisors reduced its Marsh (MRSH) stake by 5.7% in Q2 2026, selling an estimated $22.1K and leaving 2,182 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #419.

Procyon Advisors first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $763K in Q4 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Procyon Advisors held 2,182 shares of Marsh worth $364K as of Q2 2026.
  • Procyon Advisors sold 132 Marsh shares in Q2 2026, an estimated $22.1K.
  • Marsh made up 0.02% of Procyon Advisors's portfolio in Q2 2026, its #419 holding.
  • Procyon Advisors first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
  • Procyon Advisors's Marsh position peaked at $763K in Q4 2023.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.