Action Point Financial Planning’s Marsh MRSH Stock Holding History

Action Point Financial Planning’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	$191K	Buy	+1,150	New	+$192K	0.02%	451

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 $3.37T AUM 44.26% 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

Action Point Financial Planning's MRSH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Marsh (MRSH) in Q2 2026: 1,150 shares worth $191K. The stake represents 0.02% of the portfolio and ranks #451 among its holdings.

1,494 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Action Point Financial Planning held 1,150 shares of Marsh worth $191K as of Q2 2026.
Marsh was a new Action Point Financial Planning position in Q2 2026.
Marsh made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #451 holding.
1,494 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.