Atlas Capital Advisors’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 | $25.2K | Hold |
151
| – | – | ﹤0.01% | 824 |
|
|
2026
Q1 | $26.2K | Hold |
151
| – | – | ﹤0.01% | 726 |
|
|
2025
Q4 | $28K | Buy |
+151
| New | +$28.2K | ﹤0.01% | 693 |
|
|
2025
Q2 | $33K | Hold |
151
| – | – | ﹤0.01% | 669 |
|
|
2025
Q1 | $36.8K | Hold |
151
| – | – | ﹤0.01% | 663 |
|
|
2024
Q4 | $32.1K | Sell |
151
-7
| -4% | -$1.55K | ﹤0.01% | 668 |
|
|
2024
Q3 | $35.2K | Hold |
158
| – | – | 0.01% | 620 |
|
|
2024
Q2 | $33.3K | Hold |
158
| – | – | ﹤0.01% | 637 |
|
|
2024
Q1 | $32.5K | Hold |
158
| – | – | 0.01% | 624 |
|
|
2023
Q4 | $29.9K | Hold |
158
| – | – | ﹤0.01% | 651 |
|
|
2023
Q3 | $30.1K | Hold |
158
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $29.7K | Hold |
158
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $26.3K | Hold |
158
| – | – | ﹤0.01% | 645 |
|
|
2022
Q4 | $26.1K | Sell |
158
-27
| -15% | -$4.42K | ﹤0.01% | 633 |
|
|
2022
Q3 | $27.6K | Hold |
185
| – | – | 0.01% | 616 |
|
|
2022
Q2 | $28.7K | Hold |
185
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $31.5K | Hold |
185
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $32.2K | Hold |
185
| – | – | ﹤0.01% | 586 |
|
|
2021
Q3 | $28K | Hold |
185
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $26K | Sell |
185
-1,754
| -90% | -$235K | ﹤0.01% | 619 |
|
|
2021
Q1 | $236K | Sell |
1,939
-32
| -2% | -$3.69K | 0.05% | 309 |
|
|
2020
Q4 | $231K | Hold |
1,971
| – | – | 0.05% | 287 |
|
|
2020
Q3 | $226K | Sell |
1,971
-2,124
| -52% | -$243K | 0.05% | 274 |
|
|
2020
Q2 | $440K | Sell |
4,095
-1,872
| -31% | -$189K | 0.1% | 197 |
|
|
2020
Q1 | $516K | Hold |
5,967
| – | – | 0.15% | 149 |
|
|
2019
Q4 | $665K | Hold |
5,967
| – | – | 0.17% | 158 |
|
|
2019
Q3 | $597K | Buy |
5,967
+721
| +14% | +$72.1K | 0.18% | 160 |
|
|
2019
Q2 | $523K | Buy |
5,246
+186
| +4% | +$17.8K | 0.17% | 163 |
|
|
2019
Q1 | $475K | Hold |
5,060
| – | – | 0.17% | 157 |
|
|
2018
Q4 | $404K | Sell |
5,060
-41
| -0.8% | -$3.42K | 0.16% | 166 |
|
|
2018
Q3 | $426K | Hold |
5,101
| – | – | 0.14% | 192 |
|
|
2018
Q2 | $443K | Sell |
5,101
-3,706
| -42% | -$303K | 0.16% | 176 |
|
|
2018
Q1 | $727K | Buy |
+8,807
| New | +$730K | 0.22% | 138 |
|
Other funds holding MRSH
Atlas Capital Advisors's MRSH Position: Q2 2026 in Review
Atlas Capital Advisors held its Marsh (MRSH) position steady in Q2 2026 at 151 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #824.
Atlas Capital Advisors first reported a position in MRSH in Q1 2018 and has held it in 33 quarters since. The position peaked at $727K in Q1 2018. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Atlas Capital Advisors held 151 shares of Marsh worth $25.2K as of Q2 2026.
- Atlas Capital Advisors left its Marsh share count unchanged in Q2 2026.
- Marsh made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #824 holding.
- Atlas Capital Advisors first reported a position in Marsh in Q1 2018 and has held it in 33 quarters since.
- Atlas Capital Advisors's Marsh position peaked at $727K in Q1 2018.
- 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.