API
MRSH

Asset Planning Inc’s Marsh MRSH Stock Holding History

Asset Planning Inc’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 		$2K Hold
12
– – ﹤0.01% 306
2026
Q1 		$2.08K Hold
12
– – ﹤0.01% 280
2025
Q4 		$2.23K Hold
12
– – ﹤0.01% 277
2025
Q3 		$2.42K Hold
12
– – ﹤0.01% 271
2025
Q2 		$2.62K Hold
12
– – ﹤0.01% 265
2025
Q1 		$2.93K Hold
12
– – ﹤0.01% 273
2024
Q4 		$2.55K Buy
+12
New +$2.66K ﹤0.01% 282

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Asset Planning Inc's MRSH Position: Q2 2026 in Review

Asset Planning Inc held its Marsh (MRSH) position steady in Q2 2026 at 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Asset Planning Inc first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Asset Planning Inc held 12 shares of Marsh worth $2K as of Q2 2026.
  • Asset Planning Inc left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #306 holding.
  • Asset Planning Inc first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Marsh position peaked at $2.93K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.