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Crescent Grove Advisors, LLC

SEC CIK
0001713520
Latest filing
Aug 10, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Crescent Grove 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of MRSH by Crescent Grove Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−829−100.0%Sold outHolders
Q1 2025829$202.3K<0.1%+829NewHolders
Q3 20240$00.0%−1,092−100.0%Sold outHolders
Q2 20241,092$230.1K<0.1%−169−13.4%ReducedHolders
Q1 20241,261$259.7K<0.1%+1,261NewHolders
Q2 20230$00.0%−1,699−100.0%Sold outHolders
Q1 20231,699$283.0K<0.1%+453+36.4%AddedHolders
Q4 20221,246$206.2K<0.1%−341−21.5%ReducedHolders
Q3 20221,587$237.0K<0.1%+1+0.1%AddedHolders
Q2 20221,586$246.0K<0.1%00.0%UnchangedHolders
Q1 20221,586$270.0K<0.1%+1,586NewHolders
Q2 20210$00.0%−1,877−100.0%Sold outHolders
Q1 20211,877$229.0K<0.1%––Holders

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