RCS Financial Planning’s Marsh MRSH Stock Holding History

RCS Financial Planning’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 Q1	–	Sell	-6,703	Closed	-$1.24M	–	106
2025 Q4	$1.24M	Sell	6,703 -200	-3%	-$37.4K	0.54%	39
2025 Q3	$1.39M	Sell	6,903 -1	-0%	-$206	0.62%	33
2025 Q2	$1.51M	Hold	6,904	–	–	0.75%	28
2025 Q1	$1.68M	Hold	6,904	–	–	0.89%	29
2024 Q4	$1.47M	Hold	6,904	–	–	0.78%	28
2024 Q3	$1.54M	Sell	6,904 -1	-0%	-$222	0.86%	25
2024 Q2	$1.46M	Hold	6,905	–	–	0.86%	25
2024 Q1	$1.42M	Buy	6,905 +1	+0%	+$199	0.88%	29
2023 Q4	$1.31M	Sell	6,904 -251	-4%	-$48.5K	0.86%	26
2023 Q3	$1.36M	Buy	7,155 +1	+0%	+$192	1.04%	21
2023 Q2	$1.35M	Buy	7,154 +2	+0%	+$355	1.11%	20
2023 Q1	$1.19M	Sell	7,152 -1	-0%	-$167	1.06%	22
2022 Q4	$1.18M	Buy	+7,153	New	+$1.17M	1.15%	20

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RCS Financial Planning's MRSH Position: Q1 2026 in Review

RCS Financial Planning sold out of Marsh (MRSH) in Q1 2026, closing a stake of 6,703 shares — an estimated $1.24M sold.

RCS Financial Planning first reported a position in MRSH in Q4 2022 and held it in 13 quarters. The position peaked at $1.68M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

RCS Financial Planning reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
RCS Financial Planning sold 6,703 Marsh shares in Q1 2026, an estimated $1.24M.
RCS Financial Planning first reported a position in Marsh in Q4 2022 and held it in 13 quarters.
RCS Financial Planning's Marsh position peaked at $1.68M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.