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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return