Mark Sheptoff Financial Planning’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $269K | Hold |
1,609
| – | – | 0.14% | 87 |
|
|
2025
Q4 | $299K | Hold |
1,609
| – | – | 0.14% | 83 |
|
|
2025
Q3 | $324K | Hold |
1,609
| – | – | 0.16% | 77 |
|
|
2025
Q2 | $352K | Hold |
1,609
| – | – | 0.19% | 68 |
|
|
2025
Q1 | $393K | Hold |
1,609
| – | – | 0.22% | 64 |
|
|
2024
Q4 | $342K | Hold |
1,609
| – | – | 0.18% | 67 |
|
|
2024
Q3 | $359K | Hold |
1,609
| – | – | 0.19% | 65 |
|
|
2024
Q2 | $339K | Hold |
1,609
| – | – | 0.19% | 70 |
|
|
2024
Q1 | $331K | Hold |
1,609
| – | – | 0.18% | 70 |
|
|
2023
Q4 | $305K | Hold |
1,609
| – | – | 0.18% | 69 |
|
|
2023
Q3 | $306K | Hold |
1,609
| – | – | 0.2% | 64 |
|
|
2023
Q2 | $303K | Hold |
1,609
| – | – | 0.17% | 74 |
|
|
2023
Q1 | $268K | Hold |
1,609
| – | – | 0.16% | 83 |
|
|
2022
Q4 | $266K | Hold |
1,609
| – | – | 0.16% | 80 |
|
|
2022
Q3 | $240K | Hold |
1,609
| – | – | 0.15% | 81 |
|
|
2022
Q2 | $250K | Hold |
1,609
| – | – | 0.14% | 85 |
|
|
2022
Q1 | $274K | Hold |
1,609
| – | – | 0.14% | 86 |
|
|
2021
Q4 | $280K | Buy |
1,609
+9
| +0.6% | +$1.5K | 0.13% | 88 |
|
|
2021
Q3 | $242K | Hold |
1,600
| – | – | 0.13% | 94 |
|
|
2021
Q2 | $225K | Sell |
1,600
-500
| -24% | -$67K | 0.12% | 97 |
|
|
2021
Q1 | $256K | Hold |
2,100
| – | – | 0.15% | 83 |
|
|
2020
Q4 | $246K | Hold |
2,100
| – | – | 0.14% | 87 |
|
|
2020
Q3 | $241K | Hold |
2,100
| – | – | 0.15% | 81 |
|
|
2020
Q2 | $225K | Hold |
2,100
| – | – | 0.15% | 82 |
|
|
2020
Q1 | $182K | Hold |
2,100
| – | – | 0.14% | 81 |
|
|
2019
Q4 | $234K | Hold |
2,100
| – | – | 0.15% | 85 |
|
|
2019
Q3 | $210K | Hold |
2,100
| – | – | 0.14% | 90 |
|
|
2019
Q2 | $209K | Hold |
2,100
| – | – | 0.14% | 96 |
|
|
2019
Q1 | $197K | Hold |
2,100
| – | – | 0.14% | 97 |
|
|
2018
Q4 | $167K | Hold |
2,100
| – | – | 0.14% | 88 |
|
|
2018
Q3 | $174K | Hold |
2,100
| – | – | 0.12% | 110 |
|
|
2018
Q2 | $172K | Hold |
2,100
| – | – | 0.13% | 105 |
|
|
2018
Q1 | $173K | Sell |
2,100
-300
| -13% | -$24.9K | 0.12% | 107 |
|
|
2017
Q4 | $195K | Hold |
2,400
| – | – | 0.13% | 102 |
|
|
2017
Q3 | $201K | Hold |
2,400
| – | – | 0.13% | 109 |
|
|
2017
Q2 | $187K | Sell |
2,400
-1
| -0% | -$76 | 0.13% | 109 |
|
|
2017
Q1 | $177K | Buy |
2,401
+1
| +0% | +$71 | 0.13% | 111 |
|
|
2016
Q4 | $162K | Hold |
2,400
| – | – | 0.12% | 111 |
|
|
2016
Q3 | $161K | Hold |
2,400
| – | – | 0.12% | 108 |
|
|
2016
Q2 | $164K | Hold |
2,400
| – | – | 0.12% | 100 |
|
|
2016
Q1 | $146K | Hold |
2,400
| – | – | 0.12% | 104 |
|
|
2015
Q4 | $133K | Hold |
2,400
| – | – | 0.11% | 117 |
|
|
2015
Q3 | $125K | Hold |
2,400
| – | – | 0.11% | 121 |
|
|
2015
Q2 | $136K | Hold |
2,400
| – | – | 0.11% | 123 |
|
|
2015
Q1 | $135K | Hold |
2,400
| – | – | 0.11% | 122 |
|
|
2014
Q4 | $137K | Hold |
2,400
| – | – | 0.12% | 110 |
|
|
2014
Q3 | $126K | Hold |
2,400
| – | – | 0.11% | 128 |
|
|
2014
Q2 | $124K | Hold |
2,400
| – | – | 0.11% | 130 |
|
|
2014
Q1 | $118K | Buy |
+2,400
| New | +$115K | 0.1% | 137 |
|
Other funds holding MRSH
VCM
VPM
Mark Sheptoff Financial Planning's MRSH Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Marsh (MRSH) position steady in Q1 2026 at 1,609 shares worth $269K. The position accounts for 0.14% of the portfolio, ranked #87.
Mark Sheptoff Financial Planning first reported a position in MRSH in Q1 2014 and has held it in 49 quarters since. The position peaked at $393K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Mark Sheptoff Financial Planning held 1,609 shares of Marsh worth $269K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Marsh share count unchanged in Q1 2026.
- Marsh made up 0.14% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #87 holding.
- Mark Sheptoff Financial Planning first reported a position in Marsh in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's Marsh position peaked at $393K in Q1 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.