Segment Wealth Management, LLC

SEC CIK: 0001575581
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Segment 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 overview All 13F holders of MRSH Full Q2 2026 holdings

Shares (Q2 2026): 85,875
Value: $14.3M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of MRSH by Segment Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	85,875	$14.3M	0.7%	+2,727+3.3%	Added	Holders
Q1 2026	83,148	$14.4M	0.8%	+5,413+7.0%	Added	Holders
Q4 2025	77,735	$14.4M	0.8%	−1,233−1.6%	Reduced	Holders
Q3 2025	78,968	$15.9M	1.0%	+932+1.2%	Added	Holders
Q2 2025	78,036	$17.1M	1.1%	−1,003−1.3%	Reduced	Holders
Q1 2025	79,039	$19.3M	1.3%	−667−0.8%	Reduced	Holders
Q4 2024	79,706	$16.9M	1.2%	+437+0.6%	Added	Holders
Q3 2024	79,269	$17.7M	1.2%	+350+0.4%	Added	Holders
Q2 2024	78,919	$16.6M	1.2%	+851+1.1%	Added	Holders
Q1 2024	78,068	$16.1M	1.2%	+2,891+3.8%	Added	Holders
Q4 2023	75,177	$14.2M	1.3%	+1,977+2.7%	Added	Holders
Q3 2023	73,200	$13.9M	1.4%	+872+1.2%	Added	Holders
Q2 2023	72,328	$13.6M	1.4%	−1,482−2.0%	Reduced	Holders
Q1 2023	73,810	$12.3M	1.4%	+468+0.6%	Added	Holders
Q4 2022	73,342	$12.1M	1.4%	+1,480+2.1%	Added	Holders
Q3 2022	71,862	$10.7M	1.3%	+1,318+1.9%	Added	Holders
Q2 2022	70,544	$11.0M	1.4%	+3,677+5.5%	Added	Holders
Q1 2022	66,867	$11.4M	1.2%	+4,186+6.7%	Added	Holders
Q4 2021	62,681	$10.9M	1.1%	−858−1.4%	Reduced	Holders
Q3 2021	63,539	$9.62M	1.1%	+438+0.7%	Added	Holders
Q2 2021	63,101	$8.88M	1.1%	+1,927+3.2%	Added	Holders
Q1 2021	61,174	$7.45M	1.0%	–	–	Holders

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