Superior Planning, LLC’s Marsh MRSH Stock Holding History

Superior Planning, LLC’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 Q3	$5.98K	Buy	+35	New	+$6.4K	﹤0.01%	1136

Other funds holding MRSH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Superior Planning, LLC's MRSH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Marsh (MRSH) in Q3 2026: 35 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings.

1,130 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Superior Planning, LLC held 35 shares of Marsh worth $5.98K as of Q3 2026.
Marsh was a new Superior Planning, LLC position in Q3 2026.
Marsh made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1136 holding.
1,130 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.