New England Professional Planning Group’s Marsh MRSH Stock Holding History

New England Professional 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	$202K	Hold	1,211	–	–	0.08%	49
2026 Q1	$210K	Hold	1,211	–	–	0.09%	47
2025 Q4	$225K	Sell	1,211 -50	-4%	-$9.35K	0.09%	47
2025 Q3	$254K	Hold	1,261	–	–	0.12%	36
2025 Q2	$276K	Hold	1,261	–	–	0.13%	37
2025 Q1	$308K	Hold	1,261	–	–	0.15%	32
2024 Q4	$268K	Buy	1,261 +50	+4%	+$11.1K	0.13%	35
2024 Q3	$270K	Hold	1,211	–	–	0.13%	34
2024 Q2	$255K	Hold	1,211	–	–	0.13%	40
2024 Q1	$249K	Sell	1,211 -2	-0.2%	-$399	0.13%	39
2023 Q4	$230K	Buy	1,213 +2	+0.2%	+$386	0.13%	37
2023 Q3	$230K	Hold	1,211	–	–	0.14%	30
2023 Q2	$228K	Hold	1,211	–	–	0.13%	33
2023 Q1	$206K	Hold	1,211	–	–	0.12%	34
2022 Q4	$200K	Buy	+1,211	New	+$198K	0.11%	41
2022 Q3	–	Sell	-1,449	Closed	-$224K	–	38
2022 Q2	$224K	Hold	1,449	–	–	0.16%	31
2022 Q1	$249K	Hold	1,449	–	–	0.15%	32
2021 Q4	$239K	Hold	1,449	–	–	0.15%	36
2021 Q3	$242K	Hold	1,449	–	–	0.14%	38
2021 Q2	$220K	Hold	1,449	–	–	0.13%	43
2021 Q1	$200K	Buy	+1,449	New	+$167K	0.12%	52

Other funds holding MRSH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New England Professional Planning Group's MRSH Position: Q2 2026 in Review

New England Professional Planning Group held its Marsh (MRSH) position steady in Q2 2026 at 1,211 shares worth $202K. The position accounts for 0.08% of the portfolio, ranked #49.

New England Professional Planning Group first reported a position in MRSH in Q1 2021 and has held it in 21 quarters since. The position peaked at $308K in Q1 2025. 720 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

New England Professional Planning Group held 1,211 shares of Marsh worth $202K as of Q2 2026.
New England Professional Planning Group left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.08% of New England Professional Planning Group's portfolio in Q2 2026, its #49 holding.
New England Professional Planning Group first reported a position in Marsh in Q1 2021 and has held it in 21 quarters since.
New England Professional Planning Group's Marsh position peaked at $308K in Q1 2025.
720 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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