Freestone Capital Holdings’s Marsh MRSH Stock Holding History
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 | $229K | Buy |
+2,130
| New | +$216K | ﹤0.01% | 315 |
|
|
2020
Q1 | – | Sell |
-2,526
| Closed | -$281K | – | 405 |
|
|
2019
Q4 | $281K | 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
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. 1,505 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.
- 1,505 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.