Fidelis Capital Partners’s Marsh MRSH Stock Holding History

Fidelis Capital 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 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelis Capital Partners's MRSH Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Marsh (MRSH) stake by 3.6% in Q1 2026, selling an estimated $36.1K and leaving 5,355 shares worth $929K. The position accounts for 0.07% of the portfolio, ranked #221.

Fidelis Capital Partners first reported a position in MRSH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q1 2024. 1,539 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Fidelis Capital Partners held 5,355 shares of Marsh worth $929K as of Q1 2026.
Fidelis Capital Partners sold 201 Marsh shares in Q1 2026, an estimated $36.1K.
Marsh made up 0.07% of Fidelis Capital Partners's portfolio in Q1 2026, its #221 holding.
Fidelis Capital Partners first reported a position in Marsh in Q1 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's Marsh position peaked at $1.53M in Q1 2024.
1,539 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.