BPI
MRSH icon

BFC Planning, Inc.’s Marsh MRSH Stock Holding History

BFC 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 		$1.34M Buy
8,042
+1,318
+20% +$220K 0.05% 327
2026
Q1 		$1.17M Buy
6,724
+14
+0.2% +$2.52K 0.05% 330
2025
Q4 		$1.24M Buy
6,710
+6,298
+1,529% +$1.18M 0.06% 315
2025
Q3 		$83K Buy
412
+40
+11% +$8.23K 0.01% 996
2025
Q2 		$81.4K Buy
372
+1
+0.3% +$226 0.01% 967
2025
Q1 		$90.6K Sell
371
-35
-9% -$7.94K 0.01% 912
2024
Q4 		$86.2K Buy
+406
New +$90.1K 0.01% 929

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s MRSH Position: Q2 2026 in Review

BFC Planning, Inc. increased its Marsh (MRSH) stake by 20% in Q2 2026, buying an estimated $220K and bringing the position to 8,042 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #327.

BFC Planning, Inc. first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. 1,510 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • BFC Planning, Inc. held 8,042 shares of Marsh worth $1.34M as of Q2 2026.
  • BFC Planning, Inc. bought 1,318 Marsh shares in Q2 2026, an estimated $220K.
  • Marsh made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #327 holding.
  • BFC Planning, Inc. first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • 1,510 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.