FFO
MRSH

Fiduciary Family Office’s Marsh MRSH Stock Holding History

Fiduciary Family Office’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 		– Sell
-2,040
Closed -$354K – 192
2026
Q1 		$354K Buy
2,040
+640
+46% +$115K 0.1% 142
2025
Q4 		$260K Sell
1,400
-3,902
-74% -$729K 0.07% 155
2025
Q3 		$1.07M Buy
5,302
+1,105
+26% +$227K 0.3% 64
2025
Q2 		$918K Sell
4,197
-144
-3% -$32.5K 0.3% 68
2025
Q1 		$1.06M Buy
+4,341
New +$985K 0.35% 57

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

Fiduciary Family Office's MRSH Position: Q2 2026 in Review

Fiduciary Family Office sold out of Marsh (MRSH) in Q2 2026, closing a stake of 2,040 shares — an estimated $354K sold.

Fiduciary Family Office first reported a position in MRSH in Q1 2025 and held it in 5 quarters. The position peaked at $1.07M in Q3 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Fiduciary Family Office reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 2,040 Marsh shares in Q2 2026, an estimated $354K.
  • Fiduciary Family Office first reported a position in Marsh in Q1 2025 and held it in 5 quarters.
  • Fiduciary Family Office's Marsh position peaked at $1.07M in Q3 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.