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 Q2	$405K	Buy	2,432 +814	+50%	+$136K	0.2%	103
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OneAscent Family Office's MRSH Position: Q2 2026 in Review

OneAscent Family Office increased its Marsh (MRSH) stake by 50% in Q2 2026, buying an estimated $136K and bringing the position to 2,432 shares worth $405K. The position accounts for 0.2% of the portfolio, ranked #103.

OneAscent Family Office first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $492K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

OneAscent Family Office held 2,432 shares of Marsh worth $405K as of Q2 2026.
OneAscent Family Office bought 814 Marsh shares in Q2 2026, an estimated $136K.
Marsh made up 0.2% of OneAscent Family Office's portfolio in Q2 2026, its #103 holding.
OneAscent Family Office first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
OneAscent Family Office's Marsh position peaked at $492K in Q1 2025.
1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.