Waller Financial Planning Group’s Marsh MRSH Stock Holding History

Waller Financial Planning Group’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	$548K	Buy	3,290 +18	+0.6%	+$3.01K	0.11%	48
2026 Q1	$568K	Buy	3,272 +17	+0.5%	+$3.06K	0.13%	49
2025 Q4	$604K	Buy	3,255 +16	+0.5%	+$2.99K	0.13%	47
2025 Q3	$653K	Buy	3,239 +14	+0.4%	+$2.88K	0.15%	46
2025 Q2	$705K	Buy	3,225 +11	+0.3%	+$2.48K	0.17%	46
2025 Q1	$784K	Buy	3,214 +12	+0.4%	+$2.72K	0.22%	41
2024 Q4	$680K	Buy	3,202 +11	+0.3%	+$2.44K	0.17%	44
2024 Q3	$712K	Buy	3,191 +12	+0.4%	+$2.66K	0.18%	43
2024 Q2	$670K	Buy	3,179 +11	+0.3%	+$2.26K	0.18%	43
2024 Q1	$653K	Buy	3,168 +11	+0.3%	+$2.19K	0.17%	42
2023 Q4	$598K	Buy	3,157 +11	+0.3%	+$2.13K	0.16%	41
2023 Q3	$599K	Buy	3,146 +12	+0.4%	+$2.3K	0.17%	41
2023 Q2	$589K	Buy	3,134 +10	+0.3%	+$1.77K	0.16%	42
2023 Q1	$520K	Buy	3,124 +11	+0.4%	+$1.83K	0.15%	42
2022 Q4	$515K	Buy	3,113 +11	+0.4%	+$1.8K	0.15%	42
2022 Q3	$463K	Buy	3,102 +11	+0.4%	+$1.76K	0.14%	42
2022 Q2	$480K	Buy	3,091 +10	+0.3%	+$1.6K	0.14%	42
2022 Q1	$525K	Buy	3,081 +11	+0.4%	+$1.73K	0.14%	36
2021 Q4	$534K	Buy	3,070 +10	+0.3%	+$1.66K	0.13%	36
2021 Q3	$463K	Buy	3,060 +11	+0.4%	+$1.66K	0.12%	37
2021 Q2	$429K	Buy	3,049 +10	+0.3%	+$1.34K	0.12%	37
2021 Q1	$370K	Buy	3,039 +12	+0.4%	+$1.38K	0.11%	37
2020 Q4	$354K	Buy	3,027 +13	+0.4%	+$1.48K	0.11%	38
2020 Q3	$346K	Buy	3,014 +12	+0.4%	+$1.38K	0.13%	39
2020 Q2	$322K	Buy	3,002 +12	+0.4%	+$1.22K	0.13%	42
2020 Q1	$258K	Buy	2,990 +12	+0.4%	+$1.28K	0.13%	41
2019 Q4	$332K	Buy	2,978 +13	+0.4%	+$1.36K	0.17%	42
2019 Q3	$290K	Buy	2,965 +13	+0.4%	+$1.3K	0.15%	41
2019 Q2	$301K	Buy	2,952 +13	+0.4%	+$1.24K	0.17%	41
2019 Q1	$281K	Buy	2,939 +13	+0.4%	+$1.15K	0.16%	41
2018 Q4	$233K	Buy	+2,926	New	+$244K	0.16%	41

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Waller Financial Planning Group's MRSH Position: Q2 2026 in Review

Waller Financial Planning Group increased its Marsh (MRSH) stake by 0.55% in Q2 2026, buying an estimated $3.01K and bringing the position to 3,290 shares worth $548K. The position accounts for 0.11% of the portfolio, ranked #48.

Waller Financial Planning Group first reported a position in MRSH in Q4 2018 and has held it in 31 quarters since. The position peaked at $784K in Q1 2025. 360 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Waller Financial Planning Group held 3,290 shares of Marsh worth $548K as of Q2 2026.
Waller Financial Planning Group bought 18 Marsh shares in Q2 2026, an estimated $3.01K.
Marsh made up 0.11% of Waller Financial Planning Group's portfolio in Q2 2026, its #48 holding.
Waller Financial Planning Group first reported a position in Marsh in Q4 2018 and has held it in 31 quarters since.
Waller Financial Planning Group's Marsh position peaked at $784K in Q1 2025.
360 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.