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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Acima Private Wealth's MRSH Position: Q2 2026 in Review

Acima Private Wealth held its Marsh (MRSH) position steady in Q2 2026 at 1,881 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #100.

Acima Private Wealth first reported a position in MRSH in Q4 2018 and has held it in 31 quarters since. The position peaked at $459K in Q1 2025. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Acima Private Wealth held 1,881 shares of Marsh worth $314K as of Q2 2026.
Acima Private Wealth left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.09% of Acima Private Wealth's portfolio in Q2 2026, its #100 holding.
Acima Private Wealth first reported a position in Marsh in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's Marsh position peaked at $459K in Q1 2025.
1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.