DiNuzzo Private Wealth’s Marsh MRSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$5.12K Buy
30
+3
+11% +$549 ﹤0.01% 406
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

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

DiNuzzo Private Wealth increased its Marsh (MRSH) stake by 11% in Q3 2026, buying an estimated $549 and bringing the position to 30 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

DiNuzzo Private Wealth first reported a position in MRSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.3K in Q1 2025. 498 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • DiNuzzo Private Wealth held 30 shares of Marsh worth $5.12K as of Q3 2026.
  • DiNuzzo Private Wealth bought 3 Marsh shares in Q3 2026, an estimated $549.
  • Marsh made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #406 holding.
  • DiNuzzo Private Wealth first reported a position in Marsh in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Marsh position peaked at $8.3K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.