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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Greenleaf Trust, 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)
7,282
Value
$1.21M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,282$1.21M<0.1%−946−11.5%ReducedHolders
Q1 20268,228$1.43M<0.1%−1,185−12.6%ReducedHolders
Q4 20259,413$1.75M<0.1%+578+6.5%AddedHolders
Q3 20258,835$1.78M<0.1%−671−7.1%ReducedHolders
Q2 20259,506$2.08M<0.1%−1,210−11.3%ReducedHolders
Q1 202510,716$2.62M<0.1%+503+4.9%AddedHolders
Q4 202410,213$2.17M<0.1%−34−0.3%ReducedHolders
Q3 202410,247$2.29M<0.1%+104+1.0%AddedHolders
Q2 202410,143$2.14M<0.1%+228+2.3%AddedHolders
Q1 20249,915$2.04M<0.1%+143+1.5%AddedHolders
Q4 20239,772$1.85M<0.1%+256+2.7%AddedHolders
Q3 20239,516$1.81M<0.1%+228+2.5%AddedHolders
Q2 20239,288$1.75M<0.1%−602−6.1%ReducedHolders
Q1 20239,890$1.65M<0.1%−117−1.2%ReducedHolders
Q4 202210,007$1.66M<0.1%+317+3.3%AddedHolders
Q3 20229,690$1.45M<0.1%+1,304+15.5%AddedHolders
Q2 20228,386$1.30M<0.1%+411+5.2%AddedHolders
Q1 20227,975$1.36M<0.1%+1,249+18.6%AddedHolders
Q4 20216,726$1.17M<0.1%+312+4.9%AddedHolders
Q3 20216,414$971.0K<0.1%+312+5.1%AddedHolders
Q2 20216,102$858.0K<0.1%+180+3.0%AddedHolders
Q1 20215,922$721.0K<0.1%––Holders

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