Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Boston Private 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): 16,469
Value: $2.74M
% of portfolio: 0.2%
Quarters held: 20; Since Q1 2021

Holdings of MRSH by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,469	$2.74M	0.2%	−1,900−10.3%	Reduced	Holders
Q1 2026	18,369	$3.19M	0.2%	−5,427−22.8%	Reduced	Holders
Q4 2025	23,796	$4.41M	0.3%	−3,941−14.2%	Reduced	Holders
Q3 2025	27,737	$5.59M	0.3%	−3,608−11.5%	Reduced	Holders
Q2 2025	31,345	$6.85M	0.4%	+31,345	New	Holders
Q1 2025	0	$0	0.0%	−78,679−100.0%	Sold out	Holders
Q4 2024	78,679	$16.7M	0.3%	+78,679	New	Holders
Q3 2024	0	$0	0.0%	−91,094−100.0%	Sold out	Holders
Q2 2024	91,094	$19.2M	0.5%	−3,886−4.1%	Reduced	Holders
Q1 2024	94,980	$19.6M	0.4%	−6,438−6.3%	Reduced	Holders
Q4 2023	101,418	$19.2M	0.5%	−29,992−22.8%	Reduced	Holders
Q3 2023	131,410	$25.0M	0.5%	−17,647−11.8%	Reduced	Holders
Q2 2023	149,057	$28.0M	0.5%	−41,906−21.9%	Reduced	Holders
Q1 2023	190,963	$31.8M	0.4%	−18,761−8.9%	Reduced	Holders
Q4 2022	209,724	$34.7M	0.5%	−1,674−0.8%	Reduced	Holders
Q3 2022	211,398	$31.6M	0.5%	−2,246−1.1%	Reduced	Holders
Q2 2022	213,644	$33.2M	0.5%	−570−0.3%	Reduced	Holders
Q1 2022	214,214	$36.5M	0.5%	−11,988−5.3%	Reduced	Holders
Q4 2021	226,202	$39.3M	0.6%	−1,736−0.8%	Reduced	Holders
Q3 2021	227,938	$34.5M	0.4%	−2,346−1.0%	Reduced	Holders
Q2 2021	230,284	$32.4M	0.4%	−3,052−1.3%	Reduced	Holders
Q1 2021	233,336	$28.4M	0.4%	–	–	Holders

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