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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Sigma Planning Corp, 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)
1,795
Value
$299.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MRSH by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,795$299.2K<0.1%−184−9.3%ReducedHolders
Q1 20261,979$343.3K<0.1%−526−21.0%ReducedHolders
Q4 20252,505$462.0K<0.1%−6−0.2%ReducedHolders
Q3 20252,511$506.0K<0.1%−18−0.7%ReducedHolders
Q2 20252,529$552.8K<0.1%+275+12.2%AddedHolders
Q1 20252,254$550.0K<0.1%−72−3.1%ReducedHolders
Q4 20242,326$494.0K<0.1%+66+2.9%AddedHolders
Q3 20242,260$504.1K<0.1%−2−0.1%ReducedHolders
Q2 20242,262$476.7K<0.1%−65−2.8%ReducedHolders
Q1 20242,327$479.4K<0.1%+2,327NewHolders
Q4 20230$00.0%−2,308−100.0%Sold outHolders
Q3 20232,308$439.4K<0.1%+103+4.7%AddedHolders
Q2 20232,205$414.8K<0.1%−262−10.6%ReducedHolders
Q1 20232,467$410.9K<0.1%+161+7.0%AddedHolders
Q4 20222,306$381.7K<0.1%+31+1.4%AddedHolders
Q3 20222,275$340.0K<0.1%+4+0.2%AddedHolders
Q2 20222,271$353.0K<0.1%+94+4.3%AddedHolders
Q1 20222,177$371.0K<0.1%+542+33.1%AddedHolders
Q4 20211,635$284.0K<0.1%+1+0.1%AddedHolders
Q3 20211,634$248.0K<0.1%+41+2.6%AddedHolders
Q2 20211,593$224.0K<0.1%−283−15.1%ReducedHolders
Q1 20211,876$229.0K<0.1%––Holders

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