Atlantic Union Bankshares’s Marsh MRSH Stock Holding History

Atlantic Union Bankshares’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 Q1	$816K	Sell	4,706 -20	-0.4%	-$3.6K	0.02%	403
2025 Q4	$877K	Buy	4,726 +54	+1%	+$10.1K	0.02%	392
2025 Q3	$942K	Buy	4,672 +314	+7%	+$64.6K	0.02%	383
2025 Q2	$953K	Buy	4,358 +300	+7%	+$67.7K	0.02%	324
2025 Q1	$990K	Buy	4,058 +30	+0.7%	+$6.81K	0.06%	182
2024 Q4	$856K	Hold	4,028	–	–	0.05%	205
2024 Q3	$899K	Hold	4,028	–	–	0.05%	201
2024 Q2	$849K	Hold	4,028	–	–	0.05%	202
2024 Q1	$830K	Hold	4,028	–	–	0.07%	183
2023 Q4	$763K	Hold	4,028	–	–	0.07%	190
2023 Q3	$767K	Hold	4,028	–	–	0.08%	183
2023 Q2	$758K	Hold	4,028	–	–	0.08%	188
2023 Q1	$671K	Hold	4,028	–	–	0.07%	165
2022 Q4	$667K	Hold	4,028	–	–	0.07%	158
2022 Q3	$601K	Sell	4,028 -53	-1%	-$8.5K	0.07%	163
2022 Q2	$633K	Hold	4,081	–	–	0.06%	163
2022 Q1	$695K	Sell	4,081 -45	-1%	-$7.09K	0.06%	167
2021 Q4	$717K	Sell	4,126 -5	-0.1%	-$831	0.06%	167
2021 Q3	$626K	Buy	4,131 +50	+1%	+$7.56K	0.06%	177
2021 Q2	$574K	Hold	4,081	–	–	0.06%	187
2021 Q1	$497K	Hold	4,081	–	–	0.05%	188
2020 Q4	$477K	Hold	4,081	–	–	0.05%	193
2020 Q3	$468K	Buy	4,081 +53	+1%	+$6.07K	0.05%	184
2020 Q2	$432K	Hold	4,028	–	–	0.05%	186
2020 Q1	$348K	Hold	4,028	–	–	0.05%	188
2019 Q4	$449K	Sell	4,028 -146	-3%	-$15.3K	0.06%	182
2019 Q3	$418K	Sell	4,174 -450	-10%	-$45K	0.06%	189
2019 Q2	$461K	Buy	+4,624	New	+$442K	0.06%	188

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atlantic Union Bankshares's MRSH Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Marsh (MRSH) stake by 0.42% in Q1 2026, selling an estimated $3.6K and leaving 4,706 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #403.

Atlantic Union Bankshares first reported a position in MRSH in Q2 2019 and has held it in 28 quarters since. The position peaked at $990K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Atlantic Union Bankshares held 4,706 shares of Marsh worth $816K as of Q1 2026.
Atlantic Union Bankshares sold 20 Marsh shares in Q1 2026, an estimated $3.6K.
Marsh made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #403 holding.
Atlantic Union Bankshares first reported a position in Marsh in Q2 2019 and has held it in 28 quarters since.
Atlantic Union Bankshares's Marsh position peaked at $990K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.