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
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 $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

Asset Planning Inc's MRSH Position: Q1 2026 in Review

Asset Planning Inc held its Marsh (MRSH) position steady in Q1 2026 at 12 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Asset Planning Inc first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.93K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Asset Planning Inc held 12 shares of Marsh worth $2.08K as of Q1 2026.
  • Asset Planning Inc left its Marsh share count unchanged in Q1 2026.
  • Marsh made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #280 holding.
  • Asset Planning Inc first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Marsh position peaked at $2.93K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.