Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Capital Planning Advisors, 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 Q1 2026 holdings

Shares (Q1 2026): 2,366
Value: $410.4K
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of MRSH by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	2,366	$410.4K	0.1%	−17,180−87.9%	Reduced	Holders
Q4 2025	19,546	$3.63M	0.5%	−2,543−11.5%	Reduced	Holders
Q3 2025	22,089	$4.45M	0.6%	−5,611−20.3%	Reduced	Holders
Q2 2025	27,700	$6.06M	0.9%	−399−1.4%	Reduced	Holders
Q1 2025	28,099	$6.86M	1.1%	−279−1.0%	Reduced	Holders
Q4 2024	28,378	$6.03M	0.9%	+2,532+9.8%	Added	Holders
Q3 2024	25,846	$5.77M	0.9%	+431+1.7%	Added	Holders
Q2 2024	25,415	$5.36M	0.9%	+987+4.0%	Added	Holders
Q1 2024	24,428	$5.03M	0.9%	+1,248+5.4%	Added	Holders
Q4 2023	23,180	$4.39M	0.8%	−341−1.4%	Reduced	Holders
Q3 2023	23,521	$4.48M	0.9%	−54−0.2%	Reduced	Holders
Q2 2023	23,575	$4.43M	0.9%	−42−0.2%	Reduced	Holders
Q1 2023	23,617	$3.93M	0.8%	−1,535−6.1%	Reduced	Holders
Q4 2022	25,152	$4.16M	1.0%	+4,810+23.6%	Added	Holders
Q3 2022	20,342	$3.04M	0.8%	+1,729+9.3%	Added	Holders
Q2 2022	18,613	$2.89M	0.8%	−53−0.3%	Reduced	Holders
Q1 2022	18,666	$3.18M	0.7%	−171−0.9%	Reduced	Holders
Q4 2021	18,837	$3.27M	0.6%	+568+3.1%	Added	Holders
Q3 2021	18,269	$2.77M	0.6%	+104+0.6%	Added	Holders
Q2 2021	18,165	$2.56M	0.5%	+160+0.9%	Added	Holders
Q1 2021	18,005	$2.19M	0.5%	–	–	Holders

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