PCS
MRSH

Personal CFO Solutions’s Marsh MRSH Stock Holding History

Personal CFO Solutions’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 		$533K Buy
3,195
+791
+33% +$132K 0.08% 234
2026
Q1 		$417K Sell
2,404
-249
-9% -$44.8K 0.06% 281
2025
Q4 		$492K Sell
2,653
-126
-5% -$23.6K 0.08% 238
2025
Q3 		$560K Sell
2,779
-647
-19% -$133K 0.1% 215
2025
Q2 		$749K Sell
3,426
-252
-7% -$56.9K 0.14% 160
2025
Q1 		$898K Buy
3,678
+17
+0.5% +$3.86K 0.18% 114
2024
Q4 		$778K Sell
3,661
-232
-6% -$51.5K 0.15% 132
2024
Q3 		$868K Sell
3,893
-93
-2% -$20.6K 0.12% 174
2024
Q2 		$840K Sell
3,986
-1,314
-25% -$270K 0.13% 153
2024
Q1 		$1.09M Buy
5,300
+430
+9% +$85.7K 0.17% 118
2023
Q4 		$923K Buy
4,870
+665
+16% +$128K 0.16% 131
2023
Q3 		$800K Buy
4,205
+2,898
+222% +$555K 0.16% 127
2023
Q2 		$246K Sell
1,307
-2,136
-62% -$379K 0.05% 385
2023
Q1 		$573K Buy
3,443
+87
+3% +$14.5K 0.12% 166
2022
Q4 		$555K Buy
3,356
+95
+3% +$15.5K 0.12% 173
2022
Q3 		$487K Buy
3,261
+22
+0.7% +$3.53K 0.12% 156
2022
Q2 		$503K Sell
3,239
-12
-0.4% -$1.92K 0.12% 154
2022
Q1 		$554K Buy
3,251
+75
+2% +$11.8K 0.11% 177
2021
Q4 		$552K Buy
3,176
+46
+1% +$7.64K 0.1% 184
2021
Q3 		$474K Sell
3,130
-8
-0.3% -$1.21K 0.1% 198
2021
Q2 		$441K Buy
+3,138
New +$421K 0.09% 209

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

Personal CFO Solutions's MRSH Position: Q2 2026 in Review

Personal CFO Solutions increased its Marsh (MRSH) stake by 33% in Q2 2026, buying an estimated $132K and bringing the position to 3,195 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #234.

Personal CFO Solutions first reported a position in MRSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q1 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Personal CFO Solutions held 3,195 shares of Marsh worth $533K as of Q2 2026.
  • Personal CFO Solutions bought 791 Marsh shares in Q2 2026, an estimated $132K.
  • Marsh made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #234 holding.
  • Personal CFO Solutions first reported a position in Marsh in Q2 2021 and has held it in 21 quarters since.
  • Personal CFO Solutions's Marsh position peaked at $1.09M in Q1 2024.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.