PSI
MRSH

Planning Strategies Inc.’s Marsh MRSH Stock Holding History

Planning Strategies Inc.’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 		$2.17K Buy
+13
New +$2.17K ﹤0.01% 571

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Planning Strategies Inc.'s MRSH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Marsh (MRSH) in Q2 2026: 13 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings.

533 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Planning Strategies Inc. held 13 shares of Marsh worth $2.17K as of Q2 2026.
  • Marsh was a new Planning Strategies Inc. position in Q2 2026.
  • Marsh made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #571 holding.
  • 533 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.