FFO
MRSH

Fortitude Family Office’s Marsh MRSH Stock Holding History

Fortitude 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 		$19.2K Sell
115
-87
-43% -$14.5K ﹤0.01% 540
2026
Q1 		$35K Buy
202
+84
+71% +$15.1K 0.01% 301
2025
Q4 		$21.9K Sell
118
-135
-53% -$25.2K 0.01% 385
2025
Q3 		$51K Hold
253
– – 0.01% 242
2025
Q2 		$55.3K Sell
253
-6
-2% -$1.35K 0.02% 233
2025
Q1 		$63.2K Sell
259
-26
-9% -$5.9K 0.02% 195
2024
Q4 		$60.5K Hold
285
– – 0.02% 228
2024
Q3 		$63.6K Buy
285
+45
+19% +$9.99K 0.03% 208
2024
Q2 		$50.6K Buy
240
+122
+103% +$25.1K 0.03% 171
2024
Q1 		$24.3K Buy
118
+42
+55% +$8.37K 0.02% 248
2023
Q4 		$14.4K Buy
+76
New +$14.7K 0.01% 353

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

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

Fortitude Family Office reduced its Marsh (MRSH) stake by 43% in Q2 2026, selling an estimated $14.5K and leaving 115 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Fortitude Family Office first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.6K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Fortitude Family Office held 115 shares of Marsh worth $19.2K as of Q2 2026.
  • Fortitude Family Office sold 87 Marsh shares in Q2 2026, an estimated $14.5K.
  • Marsh made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #540 holding.
  • Fortitude Family Office first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Marsh position peaked at $63.6K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.