AWM
MRSH

Accurate Wealth Management’s Marsh MRSH Stock Holding History

Accurate Wealth 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 		$1.56M Sell
8,770
-1,358
-13% -$227K 0.15% 158
2026
Q1 		$1.7M Sell
10,128
-3,554
-26% -$639K 0.21% 109
2025
Q4 		$2.55M Buy
13,682
+255
+2% +$47.7K 0.32% 62
2025
Q3 		$2.78M Sell
13,427
-488
-4% -$100K 0.37% 61
2025
Q2 		$2.99M Sell
13,915
-171
-1% -$38.6K 0.46% 46
2025
Q1 		$3.29M Sell
14,086
-144
-1% -$32.7K 0.63% 35
2024
Q4 		$2.98M Sell
14,230
-102
-0.7% -$22.6K 0.57% 40
2024
Q3 		$3.24M Sell
14,332
-303
-2% -$67.3K 0.65% 36
2024
Q2 		$3.2M Sell
14,635
-150
-1% -$30.8K 0.77% 34
2024
Q1 		$2.99M Sell
14,785
-226
-2% -$45K 0.87% 30
2023
Q4 		$2.89M Sell
15,011
-377
-2% -$72.8K 0.9% 25
2023
Q3 		$2.94M Buy
15,388
+425
+3% +$81.5K 0.92% 25
2023
Q2 		$2.79M Buy
14,963
+3,518
+31% +$624K 0.87% 24
2023
Q1 		$1.92M Buy
11,445
+1,305
+13% +$217K 0.66% 29
2022
Q4 		$1.73M Sell
10,140
-8,555
-46% -$1.4M 0.64% 27
2022
Q3 		$2.9M Buy
+18,695
New +$3M 1.21% 19
2022
Q2 		– Sell
-9,594
Closed -$1.64M – 179
2022
Q1 		$1.64M Buy
9,594
+6,902
+256% +$1.09M 0.73% 25
2021
Q4 		$439K Buy
2,692
+81
+3% +$13.5K 0.36% 77
2021
Q3 		$415K Buy
2,611
+455
+21% +$68.8K 0.36% 80
2021
Q2 		$303K Buy
+2,156
New +$289K 0.27% 93

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Accurate Wealth Management's MRSH Position: Q2 2026 in Review

Accurate Wealth Management reduced its Marsh (MRSH) stake by 13% in Q2 2026, selling an estimated $227K and leaving 8,770 shares worth $1.56M. The position accounts for 0.15% of the portfolio, ranked #158.

Accurate Wealth Management first reported a position in MRSH in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.29M in Q1 2025. 363 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Accurate Wealth Management held 8,770 shares of Marsh worth $1.56M as of Q2 2026.
  • Accurate Wealth Management sold 1,358 Marsh shares in Q2 2026, an estimated $227K.
  • Marsh made up 0.15% of Accurate Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Accurate Wealth Management first reported a position in Marsh in Q2 2021 and has held it in 20 quarters since.
  • Accurate Wealth Management's Marsh position peaked at $3.29M in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.