Skip to main content

Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Everett Harris & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRSH overviewAll 13F holders of MRSHFull Q2 2026 holdings

Shares (Q2 2026)
1,265
Value
$210.8K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2022
Holdings of MRSH by Everett Harris & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,265$210.8K<0.1%00.0%UnchangedHolders
Q1 20261,265$219.4K<0.1%−158−11.1%ReducedHolders
Q4 20251,423$264.0K<0.1%00.0%UnchangedHolders
Q3 20251,423$286.8K<0.1%+6+0.4%AddedHolders
Q2 20251,417$309.8K<0.1%+5+0.4%AddedHolders
Q1 20251,412$344.6K<0.1%00.0%UnchangedHolders
Q4 20241,412$299.9K<0.1%+58+4.3%AddedHolders
Q3 20241,354$302.1K<0.1%00.0%UnchangedHolders
Q2 20241,354$285.3K<0.1%+158+13.2%AddedHolders
Q1 20241,196$246.4K<0.1%00.0%UnchangedHolders
Q4 20231,196$226.6K<0.1%−66−5.2%ReducedHolders
Q3 20231,262$240.2K<0.1%+33+2.7%AddedHolders
Q2 20231,229$231.2K<0.1%00.0%UnchangedHolders
Q1 20231,229$204.7K<0.1%00.0%UnchangedHolders
Q4 20221,229$203.0K<0.1%+1,229NewHolders
Q3 20220$00.0%−1,300−100.0%Sold outHolders
Q2 20221,300$202.0K<0.1%+1,300NewHolders