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
Q2 		$513K Sell
3,077
-1,133
-27% -$189K 0.01% 754
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atomi Financial Group's MRSH Position: Q2 2026 in Review

Atomi Financial Group reduced its Marsh (MRSH) stake by 27% in Q2 2026, selling an estimated $189K and leaving 3,077 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #754.

Atomi Financial Group first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $929K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Atomi Financial Group held 3,077 shares of Marsh worth $513K as of Q2 2026.
  • Atomi Financial Group sold 1,133 Marsh shares in Q2 2026, an estimated $189K.
  • Marsh made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #754 holding.
  • Atomi Financial Group first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Marsh position peaked at $929K in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.