OFO
MRSH

OneAscent Family Office’s Marsh MRSH Stock Holding History

OneAscent Family Office’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 		$281K Buy
1,618
+357
+28% +$64.2K 0.2% 127
2025
Q4 		$234K Buy
+1,261
New +$236K 0.16% 151
2025
Q3 		– Sell
-946
Closed -$207K – 161
2025
Q2 		$207K Sell
946
-1,072
-53% -$242K 0.2% 134
2025
Q1 		$492K Buy
+2,018
New +$458K 0.46% 67

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

OneAscent Family Office's MRSH Position: Q1 2026 in Review

OneAscent Family Office increased its Marsh (MRSH) stake by 28% in Q1 2026, buying an estimated $64.2K and bringing the position to 1,618 shares worth $281K. The position accounts for 0.2% of the portfolio, ranked #127.

OneAscent Family Office first reported a position in MRSH in Q1 2025 and has held it in 4 quarters since. The position peaked at $492K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • OneAscent Family Office held 1,618 shares of Marsh worth $281K as of Q1 2026.
  • OneAscent Family Office bought 357 Marsh shares in Q1 2026, an estimated $64.2K.
  • Marsh made up 0.2% of OneAscent Family Office's portfolio in Q1 2026, its #127 holding.
  • OneAscent Family Office first reported a position in Marsh in Q1 2025 and has held it in 4 quarters since.
  • OneAscent Family Office's Marsh position peaked at $492K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.