Apriem Advisors

SEC CIK: 0001425165
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MRSH holding history

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

MRSH overview All 13F holders of MRSH Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of MRSH by Apriem Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−1,786−100.0%	Sold out	Holders
Q2 2024	1,786	$376.3K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	1,786	$367.9K	<0.1%	+1,786	New	Holders