AFGAS
MRSH

Allegiance Financial Group Advisory Services’s Marsh MRSH Stock Holding History

Allegiance Financial Group Advisory Services’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 		– Sell
-1,179
Closed -$204K – 231
2026
Q1 		$204K Buy
+1,179
New +$212K 0.04% 184

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allegiance Financial Group Advisory Services's MRSH Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,179 shares — an estimated $204K sold.

Allegiance Financial Group Advisory Services first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 1,003 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 1,179 Marsh shares in Q2 2026, an estimated $204K.
  • Allegiance Financial Group Advisory Services first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Marsh position peaked at $204K in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.