Lowe Wealth Advisors, LLC

SEC CIK: 0001574010
Latest filing: Oct 16, 2025

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Lowe Wealth Advisors, 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 Q3 2025 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of MRSH by Lowe Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−60−100.0%	Sold out	Holders
Q4 2023	60	$11.4K	<0.1%	−40−40.0%	Reduced	Holders
Q3 2023	100	$19.0K	<0.1%	+100	New	Holders