CPG
MRSH

Cornerstone Planning Group’s Marsh MRSH Stock Holding History

Cornerstone Planning Group’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 		$53.5K Sell
304
-66
-18% -$11K 0.01% 393
2026
Q1 		$61.7K Buy
370
+93
+34% +$16.7K 0.01% 352
2025
Q4 		$49.4K Sell
277
-27
-9% -$5.05K 0.01% 349
2025
Q3 		$54.2K Buy
304
+9
+3% +$1.85K 0.01% 325
2025
Q2 		$59.1K Sell
295
-15
-5% -$3.39K 0.01% 214
2025
Q1 		$67.9K Buy
310
+172
+125% +$39K 0.02% 189
2024
Q4 		$30.9K Buy
138
+3
+2% +$666 0.01% 244
2024
Q3 		$29.9K Sell
135
-24
-15% -$5.33K 0.01% 249
2024
Q2 		$34.4K Buy
159
+12
+8% +$2.46K 0.01% 244
2024
Q1 		$29.3K Sell
147
-28
-16% -$5.58K 0.01% 243
2023
Q4 		$33.2K Buy
175
+21
+14% +$4.06K 0.01% 242
2023
Q3 		$29.3K Sell
154
-32
-17% -$6.13K 0.01% 254
2023
Q2 		$35K Buy
+186
New +$33K 0.01% 311
2022
Q4 		$38.2K Buy
+225
New +$36.8K 0.02% 310

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Cornerstone Planning Group's MRSH Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Marsh (MRSH) stake by 18% in Q2 2026, selling an estimated $11K and leaving 304 shares worth $53.5K. The position accounts for 0.01% of the portfolio, ranked #393.

Cornerstone Planning Group first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $67.9K in Q1 2025. 876 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cornerstone Planning Group held 304 shares of Marsh worth $53.5K as of Q2 2026.
  • Cornerstone Planning Group sold 66 Marsh shares in Q2 2026, an estimated $11K.
  • Marsh made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #393 holding.
  • Cornerstone Planning Group first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Marsh position peaked at $67.9K in Q1 2025.
  • 876 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.