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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Evercore Wealth Management, 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)
6,844
Value
$1.14M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,844$1.14M<0.1%−1,200−14.9%ReducedHolders
Q1 20268,044$1.40M<0.1%00.0%UnchangedHolders
Q4 20258,044$1.49M<0.1%−45−0.6%ReducedHolders
Q3 20258,089$1.63M<0.1%−6−0.1%ReducedHolders
Q2 20258,095$1.77M<0.1%00.0%UnchangedHolders
Q1 20258,095$1.98M<0.1%−10.0%ReducedHolders
Q4 20248,096$1.72M<0.1%−2,153−21.0%ReducedHolders
Q3 202410,249$2.29M<0.1%+212+2.1%AddedHolders
Q2 202410,037$2.11M<0.1%+1,218+13.8%AddedHolders
Q1 20248,819$1.82M<0.1%−71−0.8%ReducedHolders
Q4 20238,890$1.68M<0.1%+1,223+16.0%AddedHolders
Q3 20237,667$1.46M<0.1%−852−10.0%ReducedHolders
Q2 20238,519$1.60M<0.1%+150+1.8%AddedHolders
Q1 20238,369$1.39M<0.1%−13−0.2%ReducedHolders
Q4 20228,382$1.39M<0.1%+449+5.7%AddedHolders
Q3 20227,933$1.18M<0.1%00.0%UnchangedHolders
Q2 20227,933$1.23M<0.1%00.0%UnchangedHolders
Q1 20227,933$1.35M<0.1%+4+0.1%AddedHolders
Q4 20217,929$1.38M<0.1%00.0%UnchangedHolders
Q3 20217,929$1.20M<0.1%−500−5.9%ReducedHolders
Q2 20218,429$1.19M<0.1%−350−4.0%ReducedHolders
Q1 20218,779$1.07M<0.1%––Holders

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