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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by First Foundation Advisors, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2022
Holdings of MRSH by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−99−100.0%Sold outHolders
Q2 202499$20.9K<0.1%00.0%UnchangedHolders
Q1 202499$20.4K<0.1%00.0%UnchangedHolders
Q4 202399$18.8K<0.1%−998−91.0%ReducedHolders
Q3 20231,097$208.8K<0.1%−435−28.4%ReducedHolders
Q2 20231,532$288.1K<0.1%+22+1.5%AddedHolders
Q1 20231,510$251.5K<0.1%−381−20.1%ReducedHolders
Q4 20221,891$312.9K<0.1%−192−9.2%ReducedHolders
Q3 20222,083$311.0K<0.1%+2,083NewHolders
Q2 20220$00.0%−1,241−100.0%Sold outHolders
Q1 20221,241$211.0K<0.1%+1,241NewHolders