AFG
MRSH

Albion Financial Group’s Marsh MRSH Stock Holding History

Albion Financial Group’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 		$30K Hold
180
– – ﹤0.01% 329
2026
Q1 		$31.2K Hold
180
– – ﹤0.01% 311
2025
Q4 		$33.4K Sell
180
-12
-6% -$2.24K ﹤0.01% 289
2025
Q3 		$38.7K Buy
192
+12
+7% +$2.47K ﹤0.01% 279
2025
Q2 		$39.4K Hold
180
– – ﹤0.01% 255
2025
Q1 		$43.9K Hold
180
– – ﹤0.01% 254
2024
Q4 		$38.2K Buy
+180
New +$39.9K ﹤0.01% 274

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

Albion Financial Group's MRSH Position: Q2 2026 in Review

Albion Financial Group held its Marsh (MRSH) position steady in Q2 2026 at 180 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Albion Financial Group first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.9K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Albion Financial Group held 180 shares of Marsh worth $30K as of Q2 2026.
  • Albion Financial Group left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #329 holding.
  • Albion Financial Group first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Albion Financial Group's Marsh position peaked at $43.9K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.