BIP Wealth, LLC

SEC CIK: 0001590214
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by BIP Wealth, 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): 1,489
Value: $248.1K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of MRSH by BIP Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,489	$248.1K	<0.1%	+256+20.8%	Added	Holders
Q1 2026	1,233	$213.8K	<0.1%	+106+9.4%	Added	Holders
Q4 2025	1,127	$209.0K	<0.1%	−72−6.0%	Reduced	Holders
Q3 2025	1,199	$241.6K	<0.1%	+1,199	New	Holders