DiNuzzo Private Wealth’s Marsh MRSH Stock Holding History

DiNuzzo 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	$4.5K	Sell	27 -1	-4%	-$167	﹤0.01%	435
2026 Q1	$4.86K	Sell	28 -1	-3%	-$180	﹤0.01%	397
2025 Q4	$5.38K	Sell	29 -3	-9%	-$561	﹤0.01%	369
2025 Q3	$6.59K	Hold	32	–	–	﹤0.01%	325
2025 Q2	$7K	Sell	32 -2	-6%	-$452	﹤0.01%	311
2025 Q1	$8.3K	Buy	34 +3	+10%	+$681	﹤0.01%	279
2024 Q4	$6.58K	Sell	31 -1	-3%	-$222	﹤0.01%	301
2024 Q3	$7.14K	Buy	32 +1	+3%	+$222	﹤0.01%	300
2024 Q2	$6.53K	Buy	31 +5	+19%	+$1.03K	﹤0.01%	250
2024 Q1	$5.36K	Hold	26	–	–	﹤0.01%	242
2023 Q4	$4.93K	Buy	+26	New	+$5.02K	﹤0.01%	242

Other funds holding MRSH

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

DiNuzzo Private Wealth reduced its Marsh (MRSH) stake by 3.6% in Q2 2026, selling an estimated $167 and leaving 27 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

DiNuzzo Private Wealth first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.3K in Q1 2025. 532 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

DiNuzzo Private Wealth held 27 shares of Marsh worth $4.5K as of Q2 2026.
DiNuzzo Private Wealth sold 1 Marsh share in Q2 2026, an estimated $167.
Marsh made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #435 holding.
DiNuzzo Private Wealth first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Marsh position peaked at $8.3K in Q1 2025.
532 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.