PMFA
MRSH

Plante Moran Financial Advisors’s Marsh MRSH Stock Holding History

Plante Moran Financial Advisors’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 		$50.8K Buy
305
+5
+2% +$836 ﹤0.01% 344
2026
Q1 		$52K Hold
300
– – ﹤0.01% 306
2025
Q4 		$55.7K Sell
300
-12
-4% -$2.24K ﹤0.01% 313
2025
Q3 		$62.9K Buy
312
+54
+21% +$11.1K ﹤0.01% 306
2025
Q2 		$56.4K Buy
258
+7
+3% +$1.58K ﹤0.01% 315
2025
Q1 		$61.3K Sell
251
-1,360
-84% -$309K 0.01% 306
2024
Q4 		$342K Hold
1,611
– – 0.03% 117
2024
Q3 		$359K Hold
1,611
– – 0.03% 114
2024
Q2 		$339K Sell
1,611
-10
-0.6% -$2.05K 0.03% 111
2024
Q1 		$334K Sell
1,621
-8
-0.5% -$1.59K 0.04% 111
2023
Q4 		$309K Buy
1,629
+18
+1% +$3.48K 0.03% 122
2023
Q3 		$307K Sell
1,611
-53
-3% -$10.2K 0.04% 108
2023
Q2 		$313K Sell
1,664
-67
-4% -$11.9K 0.04% 111
2023
Q1 		$288K Buy
1,731
+2
+0.1% +$333 0.04% 116
2022
Q4 		$286K Sell
1,729
-61
-3% -$9.97K 0.04% 121
2022
Q3 		$267K Buy
1,790
+784
+78% +$126K 0.05% 121
2022
Q2 		$156K Buy
1,006
+6
+0.6% +$962 0.03% 171
2022
Q1 		$171K Sell
1,000
-145
-13% -$22.9K 0.03% 174
2021
Q4 		$199K Buy
1,145
+169
+17% +$28.1K 0.03% 183
2021
Q3 		$148K Buy
976
+2
+0.2% +$302 0.03% 219
2021
Q2 		$137K Buy
974
+1
+0.1% +$134 0.03% 215
2021
Q1 		$119K Sell
973
-18
-2% -$2.07K 0.03% 226
2020
Q4 		$116K Buy
991
+23
+2% +$2.61K 0.04% 234
2020
Q3 		$111K Buy
968
+3
+0.3% +$344 0.04% 228
2020
Q2 		$104K Buy
965
+695
+257% +$70.4K 0.04% 203
2020
Q1 		$23K Sell
270
-343
-56% -$36.6K 0.01% 365
2019
Q4 		$68K Hold
613
– – 0.02% 276
2019
Q3 		$61K Buy
613
+9
+1% +$900 0.02% 311
2019
Q2 		$60K Buy
604
+353
+141% +$33.8K 0.02% 304
2019
Q1 		$24K Sell
251
-82
-25% -$7.25K 0.01% 452
2018
Q4 		$27K Buy
333
+37
+13% +$3.08K 0.01% 396
2018
Q3 		$24K Sell
296
-2,361
-89% -$200K 0.01% 417
2018
Q2 		$218K Buy
2,657
+2,257
+564% +$184K 0.11% 152
2018
Q1 		$33K Sell
400
-371
-48% -$30.7K 0.02% 422
2017
Q4 		$63K Buy
771
+387
+101% +$32.2K 0.03% 299
2017
Q3 		$32K Buy
384
+4
+1% +$317 0.02% 396
2017
Q2 		$30K Sell
380
-6
-2% -$453 0.02% 407
2017
Q1 		$29K Sell
386
-10
-3% -$715 0.02% 410
2016
Q4 		$27K Buy
396
+76
+24% +$5.09K 0.02% 432
2016
Q3 		$22K Buy
320
+69
+27% +$4.62K 0.01% 475
2016
Q2 		$17K Buy
+251
New +$16.1K 0.01% 455
2015
Q4 		– Sell
-202
Closed -$11K – 974
2015
Q3 		$11K Sell
202
-225
-53% -$12.6K 0.01% 471
2015
Q2 		$24K Buy
427
+305
+250% +$17.6K 0.02% 404
2015
Q1 		$7K Buy
122
+94
+336% +$5.3K ﹤0.01% 571
2014
Q4 		$2K Hold
28
– – ﹤0.01% 759
2014
Q3 		$1K Hold
28
– – ﹤0.01% 771
2014
Q2 		$1K Buy
+28
New +$1.39K ﹤0.01% 798

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Plante Moran Financial Advisors's MRSH Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Marsh (MRSH) stake by 1.7% in Q2 2026, buying an estimated $836 and bringing the position to 305 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Plante Moran Financial Advisors first reported a position in MRSH in Q2 2014 and has held it in 47 quarters since. The position peaked at $359K in Q3 2024. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Plante Moran Financial Advisors held 305 shares of Marsh worth $50.8K as of Q2 2026.
  • Plante Moran Financial Advisors bought 5 Marsh shares in Q2 2026, an estimated $836.
  • Marsh made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #344 holding.
  • Plante Moran Financial Advisors first reported a position in Marsh in Q2 2014 and has held it in 47 quarters since.
  • Plante Moran Financial Advisors's Marsh position peaked at $359K in Q3 2024.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.