Plancorp, LLC

SEC CIK: 0001599579
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Plancorp, 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 (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of MRSH by Plancorp, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−971−100.0%	Sold out	Holders
Q2 2025	971	$212.3K	<0.1%	+14+1.5%	Added	Holders
Q1 2025	957	$233.5K	<0.1%	+957	New	Holders