Measured Wealth Private Client Group, LLC

SEC CIK: 0001720235
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Measured Wealth Private Client Group, 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): 32
Value: $5.33K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of MRSH by Measured Wealth Private Client Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32	$5.33K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	32	$5.55K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	32	$5.94K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	32	$6.45K	<0.1%	+32	New	Holders