Acima Private Wealth’s Marsh MRSH Stock Holding History

Acima Private Wealth’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 Q3	$292K	Sell	1,712 -169	-9%	-$30.9K	0.08%	101
2026 Q2	$314K	Hold	1,881	–	–	0.09%	100
2026 Q1	$326K	Sell	1,881 -36	-2%	-$6.47K	0.1%	100
2025 Q4	$356K	Hold	1,917	–	–	0.11%	93
2025 Q3	$386K	Buy	1,917 +36	+2%	+$7.4K	0.12%	92
2025 Q2	$411K	Hold	1,881	–	–	0.14%	83
2025 Q1	$459K	Hold	1,881	–	–	0.16%	71
2024 Q4	$400K	Hold	1,881	–	–	0.13%	87
2024 Q3	$420K	Hold	1,881	–	–	0.14%	86
2024 Q2	$396K	Hold	1,881	–	–	0.15%	85
2024 Q1	$387K	Hold	1,881	–	–	0.14%	91
2023 Q4	$356K	Hold	1,881	–	–	0.14%	98
2023 Q3	$358K	Hold	1,881	–	–	0.16%	100
2023 Q2	$354K	Hold	1,881	–	–	0.17%	99
2023 Q1	$313K	Hold	1,881	–	–	0.15%	99
2022 Q4	$311K	Hold	1,881	–	–	0.16%	100
2022 Q3	$281K	Hold	1,881	–	–	0.14%	100
2022 Q2	$292K	Hold	1,881	–	–	0.15%	103
2022 Q1	$321K	Hold	1,881	–	–	0.15%	108
2021 Q4	$327K	Hold	1,881	–	–	0.14%	108
2021 Q3	$285K	Hold	1,881	–	–	0.13%	108
2021 Q2	$265K	Hold	1,881	–	–	0.12%	113
2021 Q1	$229K	Hold	1,881	–	–	0.11%	115
2020 Q4	$220K	Hold	1,881	–	–	0.11%	115
2020 Q3	$216K	Hold	1,881	–	–	0.13%	106
2020 Q2	$202K	Hold	1,881	–	–	0.13%	117
2020 Q1	$163K	Hold	1,881	–	–	0.13%	123
2019 Q4	$210K	Hold	1,881	–	–	0.15%	134
2019 Q3	$188K	Hold	1,881	–	–	0.14%	137
2019 Q2	$188K	Hold	1,881	–	–	0.15%	128
2019 Q1	$177K	Hold	1,881	–	–	0.15%	127
2018 Q4	$150K	Buy	+1,881	New	+$157K	0.15%	128

Other funds holding MRSH

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Acima Private Wealth's MRSH Position: Q3 2026 in Review

Acima Private Wealth reduced its Marsh (MRSH) stake by 9% in Q3 2026, selling an estimated $30.9K and leaving 1,712 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #101.

Acima Private Wealth first reported a position in MRSH in Q4 2018 and has held it in 32 quarters since. The position peaked at $459K in Q1 2025. 136 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Acima Private Wealth held 1,712 shares of Marsh worth $292K as of Q3 2026.
Acima Private Wealth sold 169 Marsh shares in Q3 2026, an estimated $30.9K.
Marsh made up 0.08% of Acima Private Wealth's portfolio in Q3 2026, its #101 holding.
Acima Private Wealth first reported a position in Marsh in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Marsh position peaked at $459K in Q1 2025.
136 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.