PS
MRSH

Planning Strategies’s Marsh MRSH Stock Holding History

Planning Strategies’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 		$2.17K Buy
+13
New +$2.17K ﹤0.01% 571

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Planning Strategies's MRSH Position: Q2 2026 in Review

Planning Strategies opened a new position in Marsh (MRSH) in Q2 2026: 13 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings.

1,420 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Planning Strategies held 13 shares of Marsh worth $2.17K as of Q2 2026.
  • Marsh was a new Planning Strategies position in Q2 2026.
  • Marsh made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #571 holding.
  • 1,420 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.