Catalyst Financial Partners
MRSH icon

Catalyst Financial Partners’s Marsh MRSH Stock Holding History

Catalyst Financial 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
2026
Q3 		$293K Buy
1,718
+3
+0.2% +$549 0.03% 324
2026
Q2 		$286K Sell
1,715
-46
-3% -$7.69K 0.03% 321
2026
Q1 		$305K Buy
1,761
+84
+5% +$15.1K 0.04% 289
2025
Q4 		$311K Sell
1,677
-153
-8% -$28.6K 0.03% 240
2025
Q3 		$369K Sell
1,830
-67
-4% -$13.8K 0.04% 212
2025
Q2 		$415K Buy
1,897
+57
+3% +$12.9K 0.05% 187
2025
Q1 		$449K Buy
1,840
+118
+7% +$26.8K 0.08% 165
2024
Q4 		$366K Buy
1,722
+24
+1% +$5.32K 0.07% 176
2024
Q3 		$379K Buy
1,698
+127
+8% +$28.2K 0.07% 165
2024
Q2 		$331K Buy
1,571
+91
+6% +$18.7K 0.07% 172
2024
Q1 		$292K Buy
1,480
+71
+5% +$14.2K 0.08% 172
2023
Q4 		$267K Buy
1,409
+115
+9% +$22.2K 0.08% 178
2023
Q3 		$246K Buy
1,294
+109
+9% +$20.9K 0.08% 173
2023
Q2 		$223K Buy
+1,185
New +$210K 0.08% 174

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Catalyst Financial Partners's MRSH Position: Q3 2026 in Review

Catalyst Financial Partners increased its Marsh (MRSH) stake by 0.17% in Q3 2026, buying an estimated $549 and bringing the position to 1,718 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #324.

Catalyst Financial Partners first reported a position in MRSH in Q2 2023 and has held it in 14 quarters since. The position peaked at $449K in Q1 2025. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Catalyst Financial Partners held 1,718 shares of Marsh worth $293K as of Q3 2026.
  • Catalyst Financial Partners bought 3 Marsh shares in Q3 2026, an estimated $549.
  • Marsh made up 0.03% of Catalyst Financial Partners's portfolio in Q3 2026, its #324 holding.
  • Catalyst Financial Partners first reported a position in Marsh in Q2 2023 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Marsh position peaked at $449K in Q1 2025.
  • 967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.