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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Heritage Wealth Advisors, 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)
101
Value
$16.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101$16.8K<0.1%−291−74.2%ReducedHolders
Q1 2026392$68.0K<0.1%+89+29.4%AddedHolders
Q4 2025303$56.2K<0.1%−21−6.5%ReducedHolders
Q3 2025324$65.3K<0.1%−13−3.9%ReducedHolders
Q2 2025337$73.7K<0.1%00.0%UnchangedHolders
Q1 2025337$82.2K<0.1%−57−14.5%ReducedHolders
Q4 2024394$83.7K<0.1%+6+1.5%AddedHolders
Q3 2024388$86.5K<0.1%+47+13.8%AddedHolders
Q2 2024341$71.8K<0.1%00.0%UnchangedHolders
Q1 2024341$70.2K<0.1%00.0%UnchangedHolders
Q4 2023341$64.6K<0.1%−12,611−97.4%ReducedHolders
Q3 202312,952$2.46M0.1%00.0%UnchangedHolders
Q2 202312,952$2.44M0.1%−158−1.2%ReducedHolders
Q1 202313,110$2.18M0.1%−141−1.1%ReducedHolders
Q4 202213,251$2.19M0.1%+337+2.6%AddedHolders
Q3 202212,914$1.93M0.1%00.0%UnchangedHolders
Q2 202212,914$2.00M0.1%00.0%UnchangedHolders
Q1 202212,914$2.20M0.1%00.0%UnchangedHolders
Q4 202112,914$2.25M0.1%00.0%UnchangedHolders
Q3 202112,914$1.96M0.1%−1,794−12.2%ReducedHolders
Q2 202114,708$2.07M0.1%−1,530−9.4%ReducedHolders
Q1 202116,238$1.98M0.1%––Holders

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