AWA
MRSH

Acumen Wealth Advisors’s Marsh MRSH Stock Holding History

Acumen Wealth Advisors’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 		$50K Sell
300
-54
-15% -$9.03K 0.01% 154
2026
Q1 		$61.4K Sell
354
-14
-4% -$2.52K 0.02% 143
2025
Q4 		$68.3K Buy
+368
New +$68.8K 0.02% 124

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Acumen Wealth Advisors's MRSH Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Marsh (MRSH) stake by 15% in Q2 2026, selling an estimated $9.03K and leaving 300 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #154.

Acumen Wealth Advisors first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.3K in Q4 2025. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Acumen Wealth Advisors held 300 shares of Marsh worth $50K as of Q2 2026.
  • Acumen Wealth Advisors sold 54 Marsh shares in Q2 2026, an estimated $9.03K.
  • Marsh made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Acumen Wealth Advisors first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Marsh position peaked at $68.3K in Q4 2025.
  • 1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.