Fidelis Capital Partners’s Marsh MRSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$853K Sell
5,119
-236
-4% -$39.5K 0.05% 252
2026
Q1
$929K Sell
5,355
-201
-4% -$36.1K 0.07% 221
2025
Q4
$1.03M Sell
5,556
-377
-6% -$70.5K 0.07% 196
2025
Q3
$1.2M Sell
5,933
-277
-4% -$57K 0.09% 170
2025
Q2
$1.27M Buy
6,210
+19
+0.3% +$4.29K 0.12% 147
2025
Q1
$1.36M Buy
6,191
+6
+0.1% +$1.36K 0.14% 117
2024
Q4
$1.36M Sell
6,185
-574
-8% -$127K 0.14% 129
2024
Q3
$1.51M Sell
6,759
-93
-1% -$20.6K 0.18% 101
2024
Q2
$1.49M Sell
6,852
-590
-8% -$121K 0.21% 88
2024
Q1
$1.53M Buy
7,442
+2,026
+37% +$404K 0.23% 82
2023
Q4
$1.03M Buy
5,416
+1,262
+30% +$244K 0.23% 91
2023
Q3
$791K Buy
4,154
+201
+5% +$38.5K 0.27% 82
2023
Q2
$743K Buy
3,953
+367
+10% +$65.1K 0.27% 89
2023
Q1
$643K Buy
+3,586
New +$597K 0.27% 92

Other funds holding MRSH

Fidelis Capital Partners's MRSH Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Marsh (MRSH) stake by 4.4% in Q2 2026, selling an estimated $39.5K and leaving 5,119 shares worth $853K. The position accounts for 0.05% of the portfolio, ranked #252.

Fidelis Capital Partners first reported a position in MRSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2024. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Fidelis Capital Partners held 5,119 shares of Marsh worth $853K as of Q2 2026.
  • Fidelis Capital Partners sold 236 Marsh shares in Q2 2026, an estimated $39.5K.
  • Marsh made up 0.05% of Fidelis Capital Partners's portfolio in Q2 2026, its #252 holding.
  • Fidelis Capital Partners first reported a position in Marsh in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Marsh position peaked at $1.53M in Q1 2024.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.