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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Catalyst Financial Partners's MRSH Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Marsh (MRSH) stake by 2.6% in Q2 2026, selling an estimated $7.69K and leaving 1,715 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #321.

Catalyst Financial Partners first reported a position in MRSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $449K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Catalyst Financial Partners held 1,715 shares of Marsh worth $286K as of Q2 2026.
Catalyst Financial Partners sold 46 Marsh shares in Q2 2026, an estimated $7.69K.
Marsh made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #321 holding.
Catalyst Financial Partners first reported a position in Marsh in Q2 2023 and has held it in 13 quarters since.
Catalyst Financial Partners's Marsh position peaked at $449K in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.