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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Bartlett & Co. 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 Q4 2023 holdings

Shares (Q4 2023)
8,411
Value
$1.59M
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of MRSH by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20238,411$1.59M<0.1%00.0%UnchangedHolders
Q3 20238,411$1.60M<0.1%−103−1.2%ReducedHolders
Q2 20238,514$1.60M<0.1%00.0%UnchangedHolders
Q1 20238,514$1.42M<0.1%00.0%UnchangedHolders
Q4 20228,514$1.41M<0.1%−9−0.1%ReducedHolders
Q3 20228,523$1.27M<0.1%+1,222+16.7%AddedHolders
Q2 20227,301$1.13M<0.1%+33+0.5%AddedHolders
Q1 20227,268$1.24M<0.1%−36−0.5%ReducedHolders
Q4 20217,304$1.27M<0.1%−221−2.9%ReducedHolders
Q3 20217,525$1.14M<0.1%+652+9.5%AddedHolders
Q2 20216,873$967.0K<0.1%00.0%UnchangedHolders
Q1 20216,873$837.0K<0.1%––Holders

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