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Creative Planning MRSH Position History
Marsh & McLennan Companies, Inc. • Insurance
Quarters held
9
Latest value
$26.2M
Q3 2026
Peak value
$29.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $120K |
| Q3 2025 | $21.6M |
| Q4 2025 | $22.1M |
| Q4 2025 | $240K |
| Q1 2026 | $29.7M |
| Q2 2026 | $109K |
| Q2 2026 | $22.3M |
| Q3 2026 | $138K |
| Q3 2026 | $26.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.2M | 153.6K | — | — |
| Q3 2026 | $138K | 808 | — | — |
| Q2 2026 | $22.3M | 133.6K | — | — |
| Q2 2026 | $109K | 653 | — | — |
| Q1 2026 | $29.7M | 171.0K | — | — |
| Q4 2025 | $240K | 1.3K | — | — |
| Q4 2025 | $22.1M | 119.3K | — | — |
| Q3 2025 | $21.6M | 107.2K | — | — |
| Q3 2025 | $120K | 593 | — | — |
Other funds holding MRSH
$10.5B
$9.6B
$8.4B
$7.7B
$5.2B
$4.7B
$4.7B
$4.5B