PF
MRSH

PlanVest Financial’s Marsh MRSH Stock Holding History

PlanVest Financial’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 		$20.2K Hold
121
– – 0.01% 334
2026
Q1 		$21K Buy
+121
New +$21.8K 0.02% 313

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

PlanVest Financial's MRSH Position: Q2 2026 in Review

PlanVest Financial held its Marsh (MRSH) position steady in Q2 2026 at 121 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #334.

PlanVest Financial first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $21K in Q1 2026. 1,469 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • PlanVest Financial held 121 shares of Marsh worth $20.2K as of Q2 2026.
  • PlanVest Financial left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #334 holding.
  • PlanVest Financial first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Marsh position peaked at $21K in Q1 2026.
  • 1,469 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.