FCH
MRSH

Freestone Capital Holdings’s Marsh MRSH Stock Holding History

Freestone Capital Holdings’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 		$2.43M Buy
14,593
+293
+2% +$49K 0.06% 183
2026
Q1 		$2.48M Buy
14,300
+231
+2% +$41.5K 0.08% 163
2025
Q4 		$2.61M Buy
14,069
+389
+3% +$72.7K 0.08% 153
2025
Q3 		$2.76M Buy
13,680
+45
+0.3% +$9.26K 0.08% 152
2025
Q2 		$2.98M Sell
13,635
-26
-0.2% -$5.87K 0.1% 135
2025
Q1 		$3.33M Sell
13,661
-36
-0.3% -$8.17K 0.12% 124
2024
Q4 		$2.91M Sell
13,697
-55
-0.4% -$12.2K 0.1% 130
2024
Q3 		$3.07M Buy
13,752
+34
+0.2% +$7.55K 0.11% 137
2024
Q2 		$2.89M Buy
13,718
+126
+0.9% +$25.9K 0.1% 134
2024
Q1 		$2.8M Sell
13,592
-85
-0.6% -$16.9K 0.1% 144
2023
Q4 		$2.59M Sell
13,677
-1,154
-8% -$223K 0.12% 134
2023
Q3 		$2.82M Sell
14,831
-357
-2% -$68.4K 0.15% 114
2023
Q2 		$2.86M Sell
15,188
-368
-2% -$65.3K 0.12% 121
2023
Q1 		$2.59M Sell
15,556
-111
-0.7% -$18.5K 0.11% 123
2022
Q4 		$2.59M Sell
15,667
-382
-2% -$62.5K 0.12% 123
2022
Q3 		$2.4M Sell
16,049
-2,186
-12% -$351K 0.11% 126
2022
Q2 		$2.83M Sell
18,235
-3,326
-15% -$533K 0.11% 134
2022
Q1 		$3.67M Buy
21,561
+1,400
+7% +$221K 0.15% 138
2021
Q4 		$3.5M Buy
20,161
+13,400
+198% +$2.23M 0.15% 140
2021
Q3 		$1.02M Buy
6,761
+1,341
+25% +$203K 0.05% 217
2021
Q2 		$762K Buy
5,420
+73
+1% +$9.79K 0.04% 238
2021
Q1 		$651K Buy
5,347
+828
+18% +$95.4K 0.04% 250
2020
Q4 		$529K Buy
4,519
+1,056
+30% +$120K 0.03% 247
2020
Q3 		$397K Buy
3,463
+1,333
+63% +$153K 0.03% 250
2020
Q2 		$229 Buy
+2,130
New +$216K ﹤0.01% 315
2020
Q1 		– Sell
-2,526
Closed -$281 – 405
2019
Q4 		$281 Buy
+2,526
New +$264K 0.01% 358
2019
Q2 		– Sell
-13,616
Closed -$1.28M – 371
2019
Q1 		$1.28M Buy
13,616
+1,389
+11% +$123K 0.08% 193
2018
Q4 		$975K Buy
12,227
+4,037
+49% +$337K 0.07% 215
2018
Q3 		$677K Buy
8,190
+1,122
+16% +$95K ﹤0.01% 259
2018
Q2 		$579K Buy
+7,068
New +$577K ﹤0.01% 267

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Freestone Capital Holdings's MRSH Position: Q2 2026 in Review

Freestone Capital Holdings increased its Marsh (MRSH) stake by 2% in Q2 2026, buying an estimated $49K and bringing the position to 14,593 shares worth $2.43M. The position accounts for 0.06% of the portfolio, ranked #183.

Freestone Capital Holdings first reported a position in MRSH in Q2 2018 and has held it in 30 quarters since. The position peaked at $3.67M in Q1 2022. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Freestone Capital Holdings held 14,593 shares of Marsh worth $2.43M as of Q2 2026.
  • Freestone Capital Holdings bought 293 Marsh shares in Q2 2026, an estimated $49K.
  • Marsh made up 0.06% of Freestone Capital Holdings's portfolio in Q2 2026, its #183 holding.
  • Freestone Capital Holdings first reported a position in Marsh in Q2 2018 and has held it in 30 quarters since.
  • Freestone Capital Holdings's Marsh position peaked at $3.67M in Q1 2022.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.