PP
MRSH

PDS Planning’s Marsh MRSH Stock Holding History

PDS 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
Q1 		$733K Buy
4,224
+327
+8% +$58.8K 0.05% 191
2025
Q4 		$723K Sell
3,897
-274
-7% -$51.2K 0.05% 189
2025
Q3 		$841K Sell
4,171
-518
-11% -$107K 0.06% 155
2025
Q2 		$1.03M Buy
4,689
+1,434
+44% +$324K 0.08% 124
2025
Q1 		$794K Buy
3,255
+268
+9% +$60.8K 0.07% 137
2024
Q4 		$635K Buy
2,987
+399
+15% +$88.5K 0.06% 150
2024
Q3 		$577K Sell
2,588
-8
-0.3% -$1.78K 0.05% 167
2024
Q2 		$547K Buy
2,596
+58
+2% +$11.9K 0.06% 159
2024
Q1 		$523K Buy
2,538
+348
+16% +$69.4K 0.05% 155
2023
Q4 		$415K Sell
2,190
-20
-0.9% -$3.87K 0.05% 170
2023
Q3 		$421K Buy
2,210
+57
+3% +$10.9K 0.05% 157
2023
Q2 		$405K Buy
2,153
+240
+13% +$42.6K 0.05% 165
2023
Q1 		$319K Buy
1,913
+528
+38% +$88K 0.04% 184
2022
Q4 		$229K Buy
+1,385
New +$226K 0.04% 179

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PDS Planning's MRSH Position: Q1 2026 in Review

PDS Planning increased its Marsh (MRSH) stake by 8.4% in Q1 2026, buying an estimated $58.8K and bringing the position to 4,224 shares worth $733K. The position accounts for 0.05% of the portfolio, ranked #191.

PDS Planning first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • PDS Planning held 4,224 shares of Marsh worth $733K as of Q1 2026.
  • PDS Planning bought 327 Marsh shares in Q1 2026, an estimated $58.8K.
  • Marsh made up 0.05% of PDS Planning's portfolio in Q1 2026, its #191 holding.
  • PDS Planning first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
  • PDS Planning's Marsh position peaked at $1.03M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.