Skip to main content

BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by BFSG, 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)
1,357
Value
$226.2K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of MRSH by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,357$226.2K<0.1%00.0%UnchangedHolders
Q1 20261,357$235.4K<0.1%+1,318+3,379.5%AddedHolders
Q4 202539$7.24K<0.1%00.0%UnchangedHolders
Q3 202539$7.86K<0.1%00.0%UnchangedHolders
Q2 202539$8.53K<0.1%00.0%UnchangedHolders
Q1 202539$9.52K<0.1%00.0%UnchangedHolders
Q4 202439$8.28K<0.1%00.0%UnchangedHolders
Q3 202439$8.70K<0.1%00.0%UnchangedHolders
Q2 202439$8.22K<0.1%00.0%UnchangedHolders
Q1 202439$8.03K<0.1%+39NewHolders