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
Q2 		$652K Sell
3,914
-310
-7% -$51.8K 0.04% 245
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 $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

PDS Planning's MRSH Position: Q2 2026 in Review

PDS Planning reduced its Marsh (MRSH) stake by 7.3% in Q2 2026, selling an estimated $51.8K and leaving 3,914 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #245.

PDS Planning first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • PDS Planning held 3,914 shares of Marsh worth $652K as of Q2 2026.
  • PDS Planning sold 310 Marsh shares in Q2 2026, an estimated $51.8K.
  • Marsh made up 0.04% of PDS Planning's portfolio in Q2 2026, its #245 holding.
  • PDS Planning first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • PDS Planning's Marsh position peaked at $1.03M in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.