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Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Aptus Capital Advisors, LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
30,292
Value
$5.05M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,292$5.05M<0.1%+2,698+9.8%AddedHolders
Q1 202627,594$4.79M<0.1%−73,288−72.6%ReducedHolders
Q4 2025100,882$18.7M0.2%+3,116+3.2%AddedHolders
Q3 202597,766$19.7M0.2%+3,081+3.3%AddedHolders
Q2 202594,685$20.7M0.2%+7,389+8.5%AddedHolders
Q1 202587,296$21.3M0.2%+8,678+11.0%AddedHolders
Q4 202478,618$16.7M0.2%+9,421+13.6%AddedHolders
Q3 202469,197$15.4M0.2%+12,093+21.2%AddedHolders
Q2 202457,104$12.0M0.2%+13,217+30.1%AddedHolders
Q1 202443,887$9.04M0.2%+3,514+8.7%AddedHolders
Q4 202340,373$7.65M0.2%−894−2.2%ReducedHolders
Q3 202341,267$7.85M0.2%−2,539−5.8%ReducedHolders
Q2 202343,806$8.24M0.2%−3,093−6.6%ReducedHolders
Q1 202346,899$7.81M0.2%+7,332+18.5%AddedHolders
Q4 202239,567$6.55M0.2%+3,098+8.5%AddedHolders
Q3 202236,469$5.44M0.2%−1,908−5.0%ReducedHolders
Q2 202238,377$5.96M0.2%+3,807+11.0%AddedHolders
Q1 202234,570$5.89M0.2%+5,087+17.3%AddedHolders
Q4 202129,483$5.13M0.2%+4,352+17.3%AddedHolders
Q3 202125,131$3.81M0.2%+3,698+17.3%AddedHolders
Q2 202121,433$3.02M0.1%+2,898+15.6%AddedHolders
Q1 202118,535$2.26M0.1%––Holders

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