AFG
MRSH

Atomi Financial Group’s Marsh MRSH Stock Holding History

Atomi Financial Group’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 		$730K Buy
4,210
+1,462
+53% +$263K 0.02% 547
2025
Q4 		$510K Sell
2,748
-862
-24% -$161K 0.02% 682
2025
Q3 		$728K Buy
3,610
+410
+13% +$84.3K 0.02% 492
2025
Q2 		$700K Sell
3,200
-608
-16% -$137K 0.03% 459
2025
Q1 		$929K Buy
3,808
+517
+16% +$117K 0.04% 327
2024
Q4 		$699K Buy
3,291
+11
+0.3% +$2.44K 0.04% 361
2024
Q3 		$732K Buy
3,280
+433
+15% +$96.1K 0.05% 320
2024
Q2 		$600K Buy
2,847
+1,003
+54% +$206K 0.04% 342
2024
Q1 		$380K Buy
1,844
+262
+17% +$52.2K 0.04% 441
2023
Q4 		$300K Buy
+1,582
New +$306K 0.04% 416

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atomi Financial Group's MRSH Position: Q1 2026 in Review

Atomi Financial Group increased its Marsh (MRSH) stake by 53% in Q1 2026, buying an estimated $263K and bringing the position to 4,210 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #547.

Atomi Financial Group first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $929K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Atomi Financial Group held 4,210 shares of Marsh worth $730K as of Q1 2026.
  • Atomi Financial Group bought 1,462 Marsh shares in Q1 2026, an estimated $263K.
  • Marsh made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #547 holding.
  • Atomi Financial Group first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Marsh position peaked at $929K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.