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First Affirmative Financial Network

SEC CIK
0001656282
Latest filing
May 11, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by First Affirmative Financial Network, 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 Q1 2026 holdings

Shares (Q3 2025)
1,026
Value
$206.7K
% of portfolio
0.1%
Quarters held
8
Since Q4 2023
Holdings of MRSH by First Affirmative Financial Network, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025––––Not filedHolders
Q3 20251,026$206.7K0.1%−243−19.1%ReducedHolders
Q2 20251,269$277.5K0.1%−177−12.2%ReducedHolders
Q1 20251,446$353.0K0.2%−204−12.4%ReducedHolders
Q4 20241,650$350.4K0.2%−163−9.0%ReducedHolders
Q3 20241,813$404.6K0.2%+249+15.9%AddedHolders
Q2 20241,564$329.5K0.2%−18−1.1%ReducedHolders
Q1 20241,582$325.8K0.2%+376+31.2%AddedHolders
Q4 20231,206$228.5K0.2%+1,206NewHolders