AI
MRSH

Atria Investments’s Marsh MRSH Stock Holding History

Atria Investments’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 		$11.8M Sell
67,997
-4,594
-6% -$826K 0.13% 163
2025
Q4 		$13.5M Sell
72,591
-7,413
-9% -$1.39M 0.15% 131
2025
Q3 		$16.1M Buy
80,004
+1,931
+2% +$397K 0.18% 107
2025
Q2 		$17.1M Sell
78,073
-5,044
-6% -$1.14M 0.2% 100
2025
Q1 		$20.3M Sell
83,117
-5,638
-6% -$1.28M 0.26% 68
2024
Q4 		$18.9M Buy
88,755
+4,902
+6% +$1.09M 0.23% 77
2024
Q3 		$18.7M Buy
83,853
+9,547
+13% +$2.12M 0.23% 81
2024
Q2 		$15.7M Buy
74,306
+8,405
+13% +$1.73M 0.2% 98
2024
Q1 		$13.6M Buy
65,901
+3,887
+6% +$775K 0.19% 118
2023
Q4 		$11.7M Buy
62,014
+2,131
+4% +$412K 0.18% 129
2023
Q3 		$11.4M Buy
59,883
+845
+1% +$162K 0.2% 107
2023
Q2 		$11.1M Sell
59,038
-1,304
-2% -$231K 0.2% 109
2023
Q1 		$10M Buy
60,342
+3,643
+6% +$607K 0.19% 125
2022
Q4 		$9.38M Buy
56,699
+3,061
+6% +$501K 0.19% 131
2022
Q3 		$8.01M Sell
53,638
-3,458
-6% -$555K 0.18% 139
2022
Q2 		$8.86M Buy
57,096
+2,214
+4% +$355K 0.19% 127
2022
Q1 		$9.35M Buy
54,882
+3,712
+7% +$585K 0.16% 155
2021
Q4 		$8.89M Buy
51,170
+4,431
+9% +$736K 0.16% 154
2021
Q3 		$7.08M Buy
46,739
+2,040
+5% +$309K 0.13% 178
2021
Q2 		$6.29M Buy
44,699
+5,927
+15% +$795K 0.12% 195
2021
Q1 		$4.72M Buy
38,772
+5,764
+17% +$664K 0.1% 220
2020
Q4 		$3.86M Sell
33,008
-2,988
-8% -$340K 0.09% 246
2020
Q3 		$4.13M Buy
35,996
+2,138
+6% +$245K 0.13% 189
2020
Q2 		$3.63M Buy
+33,858
New +$3.43M 0.12% 191
2020
Q1 		– Sell
-23,967
Closed -$2.67M – 948
2019
Q4 		$2.67M Buy
23,967
+12,864
+116% +$1.34M 0.07% 240
2019
Q3 		$1.11M Buy
11,103
+490
+5% +$49K 0.04% 393
2019
Q2 		$1.04M Buy
10,613
+2,011
+23% +$192K 0.04% 398
2019
Q1 		$808K Buy
8,602
+1,026
+14% +$90.7K 0.03% 414
2018
Q4 		$604K Sell
7,576
-1,032
-12% -$86K 0.03% 438
2018
Q3 		$712K Buy
8,608
+963
+13% +$81.6K 0.03% 490
2018
Q2 		$627K Buy
7,645
+2,048
+37% +$167K 0.03% 501
2018
Q1 		$462K Buy
5,597
+246
+5% +$20.4K 0.02% 537
2017
Q4 		$435K Buy
5,351
+978
+22% +$81.3K 0.02% 521
2017
Q3 		$367K Buy
4,373
+404
+10% +$32K 0.02% 535
2017
Q2 		$309K Sell
3,969
-34
-0.8% -$2.57K 0.02% 549
2017
Q1 		$296K Buy
4,003
+54
+1% +$3.86K 0.02% 520
2016
Q4 		$267K Buy
3,949
+231
+6% +$15.5K 0.02% 508
2016
Q3 		$250K Sell
3,718
-86
-2% -$5.76K 0.02% 449
2016
Q2 		$254K Buy
+3,804
New +$244K 0.03% 394
2015
Q3 		– Sell
-7,569
Closed -$429K – 393
2015
Q2 		$429K Sell
7,569
-343
-4% -$19.8K 0.05% 269
2015
Q1 		$444K Sell
7,912
-549
-6% -$31K 0.05% 266
2014
Q4 		$484K Sell
8,461
-173
-2% -$9.49K 0.05% 265
2014
Q3 		$452K Sell
8,634
-396
-4% -$20.6K 0.05% 287
2014
Q2 		$468K Buy
9,030
+496
+6% +$24.6K 0.05% 277
2014
Q1 		$421K Sell
8,534
-61
-0.7% -$2.92K 0.04% 308
2013
Q4 		$416K Sell
8,595
-30
-0.3% -$1.39K 0.04% 321
2013
Q3 		$376K Buy
8,625
+22
+0.3% +$925 0.04% 326
2013
Q2 		$343K Buy
+8,603
New +$337K 0.04% 260

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

Atria Investments's MRSH Position: Q1 2026 in Review

Atria Investments reduced its Marsh (MRSH) stake by 6.3% in Q1 2026, selling an estimated $826K and leaving 67,997 shares worth $11.8M. The position accounts for 0.13% of the portfolio, ranked #163.

Atria Investments first reported a position in MRSH in Q2 2013 and has held it in 48 quarters since. The position peaked at $20.3M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Atria Investments held 67,997 shares of Marsh worth $11.8M as of Q1 2026.
  • Atria Investments sold 4,594 Marsh shares in Q1 2026, an estimated $826K.
  • Marsh made up 0.13% of Atria Investments's portfolio in Q1 2026, its #163 holding.
  • Atria Investments first reported a position in Marsh in Q2 2013 and has held it in 48 quarters since.
  • Atria Investments's Marsh position peaked at $20.3M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.