Atlas Capital Advisors’s Marsh MRSH Stock Holding History

Atlas Capital Advisors’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	$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

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

Atlas Capital Advisors's MRSH Position: Q1 2026 in Review

Atlas Capital Advisors held its Marsh (MRSH) position steady in Q1 2026 at 151 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Atlas Capital Advisors first reported a position in MRSH in Q1 2018 and has held it in 32 quarters since. The position peaked at $727K in Q1 2018. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Atlas Capital Advisors held 151 shares of Marsh worth $26.2K as of Q1 2026.
Atlas Capital Advisors left its Marsh share count unchanged in Q1 2026.
Marsh made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #726 holding.
Atlas Capital Advisors first reported a position in Marsh in Q1 2018 and has held it in 32 quarters since.
Atlas Capital Advisors's Marsh position peaked at $727K in Q1 2018.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.