River Wealth Advisors LLC

SEC CIK: 0001642570
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by River Wealth 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 Q2 2026 holdings

Shares (Q2 2026): 8,580
Value: $1.43M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRSH by River Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,580	$1.43M	0.1%	−866−9.2%	Reduced	Holders
Q1 2026	9,446	$1.64M	0.2%	−517−5.2%	Reduced	Holders
Q4 2025	9,963	$1.85M	0.2%	−2,455−19.8%	Reduced	Holders
Q3 2025	12,418	$2.50M	0.3%	−173−1.4%	Reduced	Holders
Q2 2025	12,591	$2.75M	0.3%	−304−2.4%	Reduced	Holders
Q1 2025	12,895	$3.15M	0.4%	−617−4.6%	Reduced	Holders
Q4 2024	13,512	$2.87M	0.4%	−373−2.7%	Reduced	Holders
Q3 2024	13,885	$3.10M	0.4%	−209−1.5%	Reduced	Holders
Q2 2024	14,094	$2.97M	0.4%	−600−4.1%	Reduced	Holders
Q1 2024	14,694	$3.03M	0.4%	−443−2.9%	Reduced	Holders
Q4 2023	15,137	$2.87M	0.5%	−543−3.5%	Reduced	Holders
Q3 2023	15,680	$2.98M	0.5%	−259−1.6%	Reduced	Holders
Q2 2023	15,939	$3.00M	0.5%	−180−1.1%	Reduced	Holders
Q1 2023	16,119	$2.68M	0.5%	−605−3.6%	Reduced	Holders
Q4 2022	16,724	$2.77M	0.5%	−187−1.1%	Reduced	Holders
Q3 2022	16,911	$2.52M	0.5%	−726−4.1%	Reduced	Holders
Q2 2022	17,637	$2.74M	0.5%	−558−3.1%	Reduced	Holders
Q1 2022	18,195	$3.10M	0.5%	+1,876+11.5%	Added	Holders
Q4 2021	16,319	$2.84M	0.4%	+809+5.2%	Added	Holders
Q3 2021	15,510	$2.35M	0.4%	+983+6.8%	Added	Holders
Q2 2021	14,527	$2.04M	0.4%	+725+5.3%	Added	Holders
Q1 2021	13,802	$1.68M	0.3%	–	–	Holders

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