Pinnacle Wealth Planning Services’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $638K | Sell |
3,679
-55
| -1% | -$9.89K | 0.07% | 174 |
|
|
2025
Q4 | $693K | Buy |
3,734
+94
| +3% | +$17.6K | 0.07% | 155 |
|
|
2025
Q3 | $733K | Sell |
3,640
-165
| -4% | -$33.9K | 0.09% | 134 |
|
|
2025
Q2 | $832K | Sell |
3,805
-622
| -14% | -$140K | 0.11% | 111 |
|
|
2025
Q1 | $1.08M | Sell |
4,427
-42
| -0.9% | -$9.53K | 0.16% | 81 |
|
|
2024
Q4 | $949K | Sell |
4,469
-1,397
| -24% | -$310K | 0.14% | 86 |
|
|
2024
Q3 | $1.31M | Sell |
5,866
-116
| -2% | -$25.7K | 0.18% | 74 |
|
|
2024
Q2 | $1.26M | Sell |
5,982
-101
| -2% | -$20.7K | 0.18% | 77 |
|
|
2024
Q1 | $1.25M | Sell |
6,083
-28
| -0.5% | -$5.58K | 0.18% | 84 |
|
|
2023
Q4 | $1.16M | Sell |
6,111
-65
| -1% | -$12.6K | 0.18% | 83 |
|
|
2023
Q3 | $1.18M | Sell |
6,176
-132
| -2% | -$25.3K | 0.19% | 76 |
|
|
2023
Q2 | $1.19M | Buy |
6,308
+2
| +0% | +$355 | 0.19% | 81 |
|
|
2023
Q1 | $1.05M | Buy |
6,306
+335
| +6% | +$55.8K | 0.17% | 93 |
|
|
2022
Q4 | $988K | Buy |
5,971
+1,233
| +26% | +$202K | 0.18% | 82 |
|
|
2022
Q3 | $707K | Sell |
4,738
-16
| -0.3% | -$2.57K | 0.13% | 101 |
|
|
2022
Q2 | $738K | Buy |
4,754
+174
| +4% | +$27.9K | 0.13% | 109 |
|
|
2022
Q1 | $781K | Buy |
4,580
+988
| +28% | +$156K | 0.14% | 115 |
|
|
2021
Q4 | $625K | Buy |
3,592
+112
| +3% | +$18.6K | 0.12% | 128 |
|
|
2021
Q3 | $527K | Buy |
3,480
+76
| +2% | +$11.5K | 0.12% | 130 |
|
|
2021
Q2 | $478K | Buy |
3,404
+102
| +3% | +$13.7K | 0.11% | 143 |
|
|
2021
Q1 | $402K | Buy |
3,302
+361
| +12% | +$41.6K | 0.1% | 167 |
|
|
2020
Q4 | $344K | Sell |
2,941
-39
| -1% | -$4.43K | 0.08% | 169 |
|
|
2020
Q3 | $341K | Sell |
2,980
-22
| -0.7% | -$2.52K | 0.11% | 140 |
|
|
2020
Q2 | $322K | Buy |
3,002
+601
| +25% | +$60.8K | 0.1% | 150 |
|
|
2020
Q1 | $206K | Buy |
2,401
+311
| +15% | +$33.2K | 0.1% | 188 |
|
|
2019
Q4 | $232K | Sell |
2,090
-112
| -5% | -$11.7K | 0.11% | 187 |
|
|
2019
Q3 | $220K | Buy |
+2,202
| New | +$220K | 0.12% | 166 |
|
|
2018
Q4 | – | Sell |
-4,449
| Closed | -$369K | – | 175 |
|
|
2018
Q3 | $369K | Buy |
4,449
+49
| +1% | +$4.15K | 0.34% | 97 |
|
|
2018
Q2 | $361K | Buy |
4,400
+87
| +2% | +$7.1K | 0.35% | 96 |
|
|
2018
Q1 | $357K | Buy |
4,313
+3,457
| +404% | +$286K | 0.37% | 95 |
|
|
2017
Q4 | $69K | Buy |
+856
| New | +$71.2K | 0.14% | 115 |
|
Other funds holding MRSH
VCM
VPM
Pinnacle Wealth Planning Services's MRSH Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Marsh (MRSH) stake by 1.5% in Q1 2026, selling an estimated $9.89K and leaving 3,679 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #174.
Pinnacle Wealth Planning Services first reported a position in MRSH in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.31M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Pinnacle Wealth Planning Services held 3,679 shares of Marsh worth $638K as of Q1 2026.
- Pinnacle Wealth Planning Services sold 55 Marsh shares in Q1 2026, an estimated $9.89K.
- Marsh made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #174 holding.
- Pinnacle Wealth Planning Services first reported a position in Marsh in Q4 2017 and has held it in 31 quarters since.
- Pinnacle Wealth Planning Services's Marsh position peaked at $1.31M in Q3 2024.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.