Atwood & Palmer’s Marsh MRSH Stock Holding History

Atwood & Palmer’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	$7K	Hold	42	–	–	﹤0.01%	389
2026 Q1	$7.29K	Hold	42	–	–	﹤0.01%	395
2025 Q4	$7.79K	Hold	42	–	–	﹤0.01%	400
2025 Q3	$8.46K	Sell	42 -39	-48%	-$8.02K	﹤0.01%	393
2025 Q2	$17.7K	Hold	81	–	–	﹤0.01%	333
2025 Q1	$19.8K	Hold	81	–	–	﹤0.01%	291
2024 Q4	$17.2K	Hold	81	–	–	﹤0.01%	302
2024 Q3	$18.1K	Hold	81	–	–	﹤0.01%	298
2024 Q2	$17.1K	Sell	81 -28	-26%	-$5.75K	﹤0.01%	312
2024 Q1	$22.5K	Buy	109 +70	+179%	+$14K	﹤0.01%	267
2023 Q4	$7.39K	Hold	39	–	–	﹤0.01%	330
2023 Q3	$7.42K	Hold	39	–	–	﹤0.01%	319
2023 Q2	$7.34K	Hold	39	–	–	﹤0.01%	329
2023 Q1	$6.5K	Hold	39	–	–	﹤0.01%	320
2022 Q4	$6.45K	Hold	39	–	–	﹤0.01%	340
2022 Q3	$6K	Hold	39	–	–	﹤0.01%	328
2022 Q2	$6K	Sell	39 -36	-48%	-$5.77K	﹤0.01%	352
2022 Q1	$13K	Hold	75	–	–	﹤0.01%	350
2021 Q4	$13K	Buy	75 +36	+92%	+$5.98K	﹤0.01%	356
2021 Q3	$6K	Sell	39 -36	-48%	-$5.45K	﹤0.01%	371
2021 Q2	$11K	Hold	75	–	–	﹤0.01%	322
2021 Q1	$9K	Hold	75	–	–	﹤0.01%	354
2020 Q4	$9K	Hold	75	–	–	﹤0.01%	318
2020 Q3	$9K	Hold	75	–	–	﹤0.01%	271
2020 Q2	$8K	Hold	75	–	–	﹤0.01%	268
2020 Q1	$6K	Hold	75	–	–	﹤0.01%	273
2019 Q4	$8K	Hold	75	–	–	﹤0.01%	254
2019 Q3	$8K	Hold	75	–	–	﹤0.01%	257
2019 Q2	$7K	Hold	75	–	–	﹤0.01%	257
2019 Q1	$7K	Hold	75	–	–	﹤0.01%	270
2018 Q4	$6K	Hold	75	–	–	﹤0.01%	271
2018 Q3	$6K	Sell	75 -350	-82%	-$29.6K	﹤0.01%	274
2018 Q2	$35K	Sell	425 -650	-60%	-$53.1K	﹤0.01%	196
2018 Q1	$89K	Sell	1,075 -1,500	-58%	-$124K	0.01%	156
2017 Q4	$210K	Hold	2,575	–	–	0.03%	129
2017 Q3	$216K	Buy	2,575 +2,500	+3,333%	+$198K	0.03%	123
2017 Q2	$6K	Hold	75	–	–	﹤0.01%	276
2017 Q1	$6K	Hold	75	–	–	﹤0.01%	257
2016 Q4	$5K	Hold	75	–	–	﹤0.01%	289
2016 Q3	$5K	Hold	75	–	–	﹤0.01%	285
2016 Q2	$5K	Hold	75	–	–	﹤0.01%	273
2016 Q1	$5K	Hold	75	–	–	﹤0.01%	279
2015 Q4	$4K	Hold	75	–	–	﹤0.01%	364
2015 Q3	$4K	Hold	75	–	–	﹤0.01%	394
2015 Q2	$4K	Hold	75	–	–	﹤0.01%	343
2015 Q1	$4K	Hold	75	–	–	﹤0.01%	306
2014 Q4	$5K	Hold	75	–	–	﹤0.01%	336
2014 Q3	$4K	Hold	75	–	–	﹤0.01%	352
2014 Q2	$4K	Buy	+75	New	+$3.73K	﹤0.01%	303

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Atwood & Palmer's MRSH Position: Q2 2026 in Review

Atwood & Palmer held its Marsh (MRSH) position steady in Q2 2026 at 42 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Atwood & Palmer first reported a position in MRSH in Q2 2014 and has held it in 49 quarters since. The position peaked at $216K in Q3 2017. 533 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Atwood & Palmer held 42 shares of Marsh worth $7K as of Q2 2026.
Atwood & Palmer left its Marsh share count unchanged in Q2 2026.
Marsh made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #389 holding.
Atwood & Palmer first reported a position in Marsh in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's Marsh position peaked at $216K in Q3 2017.
533 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.