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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by D.A. Davidson & 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)
4,182
Value
$697.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,182$697.1K<0.1%−1,793−30.0%ReducedHolders
Q1 20265,975$1.04M<0.1%−61−1.0%ReducedHolders
Q4 20256,036$1.12M<0.1%+1,522+33.7%AddedHolders
Q3 20254,514$909.8K<0.1%+54+1.2%AddedHolders
Q2 20254,460$975.3K<0.1%−312−6.5%ReducedHolders
Q1 20254,772$1.16M<0.1%−712−13.0%ReducedHolders
Q4 20245,484$1.16M<0.1%−180−3.2%ReducedHolders
Q3 20245,664$1.26M<0.1%−1,099−16.3%ReducedHolders
Q2 20246,763$1.43M<0.1%+1,146+20.4%AddedHolders
Q1 20245,617$1.16M<0.1%−171−3.0%ReducedHolders
Q4 20235,788$1.10M<0.1%−1,583−21.5%ReducedHolders
Q3 20237,371$1.40M<0.1%−73−1.0%ReducedHolders
Q2 20237,444$1.40M<0.1%+937+14.4%AddedHolders
Q1 20236,507$1.08M<0.1%+2,090+47.3%AddedHolders
Q4 20224,417$731.0K<0.1%+374+9.3%AddedHolders
Q3 20224,043$604.0K<0.1%+93+2.4%AddedHolders
Q2 20223,950$613.0K<0.1%+209+5.6%AddedHolders
Q1 20223,741$638.0K<0.1%+79+2.2%AddedHolders
Q4 20213,662$637.0K<0.1%+22+0.6%AddedHolders
Q3 20213,640$551.0K<0.1%−37−1.0%ReducedHolders
Q2 20213,677$517.0K<0.1%−41−1.1%ReducedHolders
Q1 20213,718$453.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.