CPA
MRSH

Capital Planning Advisors’s Marsh MRSH Stock Holding History

Capital Planning Advisors’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 		$410K Sell
2,366
-17,180
-88% -$3.09M 0.06% 111
2025
Q4 		$3.63M Sell
19,546
-2,543
-12% -$475K 0.49% 44
2025
Q3 		$4.45M Sell
22,089
-5,611
-20% -$1.15M 0.61% 38
2025
Q2 		$6.06M Sell
27,700
-399
-1% -$90.1K 0.89% 33
2025
Q1 		$6.86M Sell
28,099
-279
-1% -$63.3K 1.06% 27
2024
Q4 		$6.03M Buy
28,378
+2,532
+10% +$562K 0.93% 31
2024
Q3 		$5.77M Buy
25,846
+431
+2% +$95.7K 0.87% 30
2024
Q2 		$5.36M Buy
25,415
+987
+4% +$203K 0.92% 28
2024
Q1 		$5.03M Buy
24,428
+1,248
+5% +$249K 0.88% 32
2023
Q4 		$4.39M Sell
23,180
-341
-1% -$65.9K 0.83% 32
2023
Q3 		$4.48M Sell
23,521
-54
-0.2% -$10.3K 0.93% 27
2023
Q2 		$4.43M Sell
23,575
-42
-0.2% -$7.45K 0.9% 29
2023
Q1 		$3.93M Sell
23,617
-1,535
-6% -$256K 0.84% 31
2022
Q4 		$4.16M Buy
25,152
+4,810
+24% +$787K 0.99% 29
2022
Q3 		$3.04M Buy
20,342
+1,729
+9% +$277K 0.82% 31
2022
Q2 		$2.89M Sell
18,613
-53
-0.3% -$8.49K 0.77% 32
2022
Q1 		$3.18M Sell
18,666
-171
-0.9% -$27K 0.68% 38
2021
Q4 		$3.27M Buy
18,837
+568
+3% +$94.4K 0.62% 44
2021
Q3 		$2.77M Buy
18,269
+104
+0.6% +$15.7K 0.57% 45
2021
Q2 		$2.56M Buy
18,165
+160
+0.9% +$21.5K 0.52% 51
2021
Q1 		$2.19M Buy
18,005
+1,868
+12% +$215K 0.49% 56
2020
Q4 		$1.89M Sell
16,137
-3,167
-16% -$360K 0.46% 53
2020
Q3 		$2.21M Sell
19,304
-46
-0.2% -$5.27K 0.61% 41
2020
Q2 		$2.08M Buy
19,350
+7,467
+63% +$756K 0.62% 48
2020
Q1 		$1.03M Sell
11,883
-343
-3% -$36.6K 0.38% 64
2019
Q4 		$1.36M Buy
12,226
+815
+7% +$85.1K 0.36% 63
2019
Q3 		$1.14M Sell
11,411
-546
-5% -$54.6K 0.33% 62
2019
Q2 		$1.19M Buy
11,957
+33
+0.3% +$3.16K 0.35% 59
2019
Q1 		$1.12M Buy
11,924
+6
+0.1% +$531 0.34% 63
2018
Q4 		$950K Sell
11,918
-2,321
-16% -$194K 0.35% 62
2018
Q3 		$1.18M Buy
14,239
+7,263
+104% +$615K 0.38% 70
2018
Q2 		$572K Buy
+6,976
New +$569K 0.26% 75
2017
Q2 		– Sell
-4,883
Closed -$361K – 143
2017
Q1 		$361K Hold
4,883
– – 0.18% 85
2016
Q4 		$330K Hold
4,883
– – 0.18% 79
2016
Q3 		$328K Hold
4,883
– – 0.18% 80
2016
Q2 		$334K Hold
4,883
– – 0.19% 81
2016
Q1 		$297K Hold
4,883
– – 0.14% 85
2015
Q4 		$271K Hold
4,883
– – 0.16% 87
2015
Q3 		$255K Sell
4,883
-950
-16% -$53K 0.17% 88
2015
Q2 		$331K Hold
5,833
– – 0.19% 84
2015
Q1 		$327K Hold
5,833
– – 0.23% 74
2014
Q4 		$334K Buy
+5,833
New +$320K 0.29% 68

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

Capital Planning Advisors's MRSH Position: Q1 2026 in Review

Capital Planning Advisors reduced its Marsh (MRSH) stake by 88% in Q1 2026, selling an estimated $3.09M and leaving 2,366 shares worth $410K. The position accounts for 0.06% of the portfolio, ranked #111.

Capital Planning Advisors first reported a position in MRSH in Q4 2014 and has held it in 42 quarters since. The position peaked at $6.86M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Capital Planning Advisors held 2,366 shares of Marsh worth $410K as of Q1 2026.
  • Capital Planning Advisors sold 17,180 Marsh shares in Q1 2026, an estimated $3.09M.
  • Marsh made up 0.06% of Capital Planning Advisors's portfolio in Q1 2026, its #111 holding.
  • Capital Planning Advisors first reported a position in Marsh in Q4 2014 and has held it in 42 quarters since.
  • Capital Planning Advisors's Marsh position peaked at $6.86M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.