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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fortis Capital Advisors's MRSH Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Marsh (MRSH) in Q1 2025, closing a stake of 5,563 shares — an estimated $1.27M sold.

Fortis Capital Advisors first reported a position in MRSH in Q4 2022 and held it in 9 quarters. The position peaked at $1.27M in Q4 2024. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 5,563 Marsh shares in Q1 2025, an estimated $1.27M.
  • Fortis Capital Advisors first reported a position in Marsh in Q4 2022 and held it in 9 quarters.
  • Fortis Capital Advisors's Marsh position peaked at $1.27M in Q4 2024.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.