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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Creative Planning, 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)
134,264
Value
$22.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026134,264$22.4M<0.1%−36,687−21.5%ReducedHolders
Q1 2026170,951$29.7M<0.1%+50,404+41.8%AddedHolders
Q4 2025120,547$22.4M<0.1%+12,707+11.8%AddedHolders
Q3 2025107,840$21.7M<0.1%−1,889−1.7%ReducedHolders
Q2 2025109,729$24.0M<0.1%−84−0.1%ReducedHolders
Q1 2025109,813$26.8M<0.1%+10,106+10.1%AddedHolders
Q4 202499,707$21.2M<0.1%+1,128+1.1%AddedHolders
Q3 202498,579$22.0M<0.1%+5,857+6.3%AddedHolders
Q2 202492,722$19.5M<0.1%+6,166+7.1%AddedHolders
Q1 202486,556$17.8M<0.1%+6,814+8.5%AddedHolders
Q4 202379,742$15.1M<0.1%−10,528−11.7%ReducedHolders
Q3 202390,270$17.2M<0.1%+9,359+11.6%AddedHolders
Q2 202380,911$15.2M<0.1%+4,471+5.8%AddedHolders
Q1 202376,440$12.7M<0.1%+1,334+1.8%AddedHolders
Q4 202275,106$12.4M<0.1%+1,499+2.0%AddedHolders
Q3 202273,607$11.0M<0.1%−1,114−1.5%ReducedHolders
Q2 202274,721$11.6M<0.1%+1,420+1.9%AddedHolders
Q1 202273,301$12.5M<0.1%+34,257+87.7%AddedHolders
Q4 202139,044$6.79M<0.1%+80.0%AddedHolders
Q3 202139,036$5.91M<0.1%+3,809+10.8%AddedHolders
Q2 202135,227$4.96M<0.1%+2,575+7.9%AddedHolders
Q1 202132,652$3.98M<0.1%––Holders

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