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Plato Investment Management’s Marsh MRSH Stock Holding History

Plato Investment Management’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 		$2.86M Hold
17,248
– – 0.16% 136
2026
Q1 		$2.99M Buy
17,248
+469
+3% +$84.3K 0.2% 113
2025
Q4 		$3.13M Hold
16,779
– – 0.2% 108
2025
Q3 		$3.36M Hold
16,779
– – 0.23% 102
2025
Q2 		$3.66M Sell
16,779
-354
-2% -$79.9K 0.27% 84
2025
Q1 		$4.23M Sell
17,133
-4,772
-22% -$1.08M 0.36% 69
2024
Q4 		$4.67M Buy
21,905
+2,721
+14% +$604K 0.34% 64
2024
Q3 		$4.28M Buy
19,184
+2,781
+17% +$617K 0.35% 67
2024
Q2 		$3.46M Buy
16,403
+237
+1% +$48.7K 0.32% 68
2024
Q1 		$3.33M Buy
16,166
+14,423
+827% +$2.87M 0.34% 74
2023
Q4 		$330K Buy
+1,743
New +$337K 0.41% 58

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 $3.38T AUM 44.17% 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

Plato Investment Management's MRSH Position: Q2 2026 in Review

Plato Investment Management held its Marsh (MRSH) position steady in Q2 2026 at 17,248 shares worth $2.86M. The position accounts for 0.16% of the portfolio, ranked #136.

Plato Investment Management first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.67M in Q4 2024. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Plato Investment Management held 17,248 shares of Marsh worth $2.86M as of Q2 2026.
  • Plato Investment Management left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.16% of Plato Investment Management's portfolio in Q2 2026, its #136 holding.
  • Plato Investment Management first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Marsh position peaked at $4.67M in Q4 2024.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.