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Keel Point, LLC

SEC CIK
0001386935
Latest filing
Aug 14, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Keel Point, LLC, 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)
1,202
Value
$200.3K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of MRSH by Keel Point, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,202$200.3K<0.1%−354−22.8%ReducedHolders
Q1 20261,556$270.0K<0.1%−557−26.4%ReducedHolders
Q4 20252,113$392.0K<0.1%+150+7.6%AddedHolders
Q3 20251,963$395.6K<0.1%−479−19.6%ReducedHolders
Q2 20252,442$533.9K<0.1%+150+6.5%AddedHolders
Q1 20252,292$559.2K<0.1%+554+31.9%AddedHolders
Q4 20241,738$369.2K<0.1%−320−15.5%ReducedHolders
Q3 20242,058$459.2K<0.1%−5−0.2%ReducedHolders
Q2 20242,063$448.8K<0.1%+619+42.9%AddedHolders
Q1 20241,444$297.5K<0.1%+148+11.4%AddedHolders
Q4 20231,296$245.6K<0.1%+135+11.6%AddedHolders
Q3 20231,161$221.0K<0.1%+25+2.2%AddedHolders
Q2 20231,136$213.7K<0.1%+1,136NewHolders