Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Crestwood Advisors Group LLC, 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 (Q2 2026): 93,339
Value: $15.6M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of MRSH by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	93,339	$15.6M	0.2%	−3,397−3.5%	Reduced	Holders
Q1 2026	96,736	$16.8M	0.3%	+80.0%	Added	Holders
Q4 2025	96,728	$17.9M	0.3%	−1,558−1.6%	Reduced	Holders
Q3 2025	98,286	$19.8M	0.3%	−526−0.5%	Reduced	Holders
Q2 2025	98,812	$21.6M	0.4%	−300.0%	Reduced	Holders
Q1 2025	98,842	$24.1M	0.5%	−1,500−1.5%	Reduced	Holders
Q4 2024	100,342	$21.3M	0.4%	+182+0.2%	Added	Holders
Q3 2024	100,160	$22.3M	0.4%	−1,683−1.7%	Reduced	Holders
Q2 2024	101,843	$21.5M	0.4%	−375−0.4%	Reduced	Holders
Q1 2024	102,218	$21.1M	0.5%	−946−0.9%	Reduced	Holders
Q4 2023	103,164	$19.5M	0.5%	−1,233−1.2%	Reduced	Holders
Q3 2023	104,397	$19.9M	0.5%	−8,592−7.6%	Reduced	Holders
Q2 2023	112,989	$21.3M	0.7%	−62,411−35.6%	Reduced	Holders
Q1 2023	175,400	$29.2M	1.0%	−8,950−4.9%	Reduced	Holders
Q4 2022	184,350	$30.5M	1.0%	−3,411−1.8%	Reduced	Holders
Q3 2022	187,761	$28.0M	1.0%	−404−0.2%	Reduced	Holders
Q2 2022	188,165	$29.2M	1.0%	+1,736+0.9%	Added	Holders
Q1 2022	186,429	$31.8M	0.9%	+40.0%	Added	Holders
Q4 2021	186,425	$32.4M	0.8%	−1,157−0.6%	Reduced	Holders
Q3 2021	187,582	$28.4M	0.8%	+580+0.3%	Added	Holders
Q2 2021	187,002	$26.3M	0.8%	+149+0.1%	Added	Holders
Q1 2021	186,853	$22.8M	0.7%	–	–	Holders

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