KFP
MRSH

Kerr Financial Planning’s Marsh MRSH Stock Holding History

Kerr Financial Planning’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 		$75.6K Buy
454
+96
+27% +$16K 0.08% 154
2026
Q1 		$60.7K Buy
358
+217
+154% +$39K 0.04% 163
2025
Q4 		$26.7K Sell
141
-9
-6% -$1.68K 0.04% 243
2025
Q3 		$27.4K Buy
+150
New +$30.9K 0.04% 225

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

Kerr Financial Planning's MRSH Position: Q2 2026 in Review

Kerr Financial Planning increased its Marsh (MRSH) stake by 27% in Q2 2026, buying an estimated $16K and bringing the position to 454 shares worth $75.6K. The position accounts for 0.08% of the portfolio, ranked #154.

Kerr Financial Planning first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. 1,494 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kerr Financial Planning held 454 shares of Marsh worth $75.6K as of Q2 2026.
  • Kerr Financial Planning bought 96 Marsh shares in Q2 2026, an estimated $16K.
  • Marsh made up 0.08% of Kerr Financial Planning's portfolio in Q2 2026, its #154 holding.
  • Kerr Financial Planning first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • 1,494 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.