MFP
MRSH

Meramec Financial Planners’s Marsh MRSH Stock Holding History

Meramec Financial Planners’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 		$55K Buy
300
+18
+6% +$3.01K 0.02% 212
2026
Q1 		$49.2K Sell
282
-6
-2% -$1.08K 0.02% 204
2025
Q4 		$53.2K Buy
+288
New +$53.8K 0.02% 204

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

Meramec Financial Planners's MRSH Position: Q2 2026 in Review

Meramec Financial Planners increased its Marsh (MRSH) stake by 6.4% in Q2 2026, buying an estimated $3.01K and bringing the position to 300 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #212.

Meramec Financial Planners first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Meramec Financial Planners held 300 shares of Marsh worth $55K as of Q2 2026.
  • Meramec Financial Planners bought 18 Marsh shares in Q2 2026, an estimated $3.01K.
  • Marsh made up 0.02% of Meramec Financial Planners's portfolio in Q2 2026, its #212 holding.
  • Meramec Financial Planners first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • 1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.