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 Q3	$28.2K	Buy	165 +50	+43%	+$9.15K	﹤0.01%	685
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fortitude Family Office's MRSH Position: Q3 2026 in Review

Fortitude Family Office increased its Marsh (MRSH) stake by 43% in Q3 2026, buying an estimated $9.15K and bringing the position to 165 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Fortitude Family Office first reported a position in MRSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $63.6K in Q3 2024. 171 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Fortitude Family Office held 165 shares of Marsh worth $28.2K as of Q3 2026.
Fortitude Family Office bought 50 Marsh shares in Q3 2026, an estimated $9.15K.
Marsh made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #685 holding.
Fortitude Family Office first reported a position in Marsh in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Marsh position peaked at $63.6K in Q3 2024.
171 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.