FCA
MRSH

Fortis Capital Advisors’s Marsh MRSH Stock Holding History

Fortis Capital Advisors’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
2025
Q1 		– Sell
-5,563
Closed -$1.27M – 281
2024
Q4 		$1.27M Buy
5,563
+1,756
+46% +$390K 0.43% 47
2024
Q3 		$849K Sell
3,807
-1,296
-25% -$288K 0.28% 72
2024
Q2 		$1.08M Buy
5,103
+939
+23% +$193K 0.39% 48
2024
Q1 		$858K Buy
4,164
+3,079
+284% +$614K 0.36% 54
2023
Q4 		$206K Buy
1,085
+33
+3% +$6.38K 0.11% 109
2023
Q3 		$200K Sell
1,052
-136
-11% -$26.1K 0.13% 98
2023
Q2 		$223K Buy
1,188
+53
+5% +$9.4K 0.13% 101
2023
Q1 		$189K Sell
1,135
-390
-26% -$65K 0.1% 114
2022
Q4 		$252K Buy
+1,525
New +$249K 0.15% 100

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return