AF
MRSH

Atala Financial’s Marsh MRSH Stock Holding History

Atala Financial’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 		$330K Hold
1,981
– – 0.2% 95
2026
Q1 		$344K Buy
1,981
+700
+55% +$126K 0.23% 90
2025
Q4 		$205K Sell
1,281
-10
-0.8% -$1.87K 0.13% 118
2025
Q3 		$200K Sell
1,291
-911
-41% -$187K 0.13% 125
2025
Q2 		$481K Hold
2,202
– – 0.33% 67
2025
Q1 		$537K Hold
2,202
– – 0.39% 63
2024
Q4 		$468K Buy
+2,202
New +$489K 0.33% 68

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Atala Financial's MRSH Position: Q2 2026 in Review

Atala Financial held its Marsh (MRSH) position steady in Q2 2026 at 1,981 shares worth $330K. The position accounts for 0.2% of the portfolio, ranked #95.

Atala Financial first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q1 2025. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Atala Financial held 1,981 shares of Marsh worth $330K as of Q2 2026.
  • Atala Financial left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.2% of Atala Financial's portfolio in Q2 2026, its #95 holding.
  • Atala Financial first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's Marsh position peaked at $537K in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.