Plancorp LLC’s Marsh MRSH Stock Holding History

Plancorp LLC’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
2025 Q3	–	Sell	-971	Closed	-$212K	–	393
2025 Q2	$212K	Buy	971 +14	+1%	+$3.16K	0.01%	348
2025 Q1	$234K	Buy	+957	New	+$217K	0.01%	321

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Plancorp LLC's MRSH Position: Q3 2025 in Review

Plancorp LLC sold out of Marsh (MRSH) in Q3 2025, closing a stake of 971 shares — an estimated $212K sold.

Plancorp LLC first reported a position in MRSH in Q1 2025 and held it in 2 quarters. The position peaked at $234K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Plancorp LLC reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
Plancorp LLC sold 971 Marsh shares in Q3 2025, an estimated $212K.
Plancorp LLC first reported a position in Marsh in Q1 2025 and held it in 2 quarters.
Plancorp LLC's Marsh position peaked at $234K in Q1 2025.
1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Plancorp LLC's 13F filing for Q3 2025, filed 15 Oct 2025.