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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Aries Wealth Management, 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)
3,713
Value
$618.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of MRSH by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,713$618.8K0.1%00.0%UnchangedHolders
Q1 20263,713$644.0K0.1%−116−3.0%ReducedHolders
Q4 20253,829$710.4K0.2%−4−0.1%ReducedHolders
Q3 20253,833$772.5K0.2%−4−0.1%ReducedHolders
Q2 20253,837$838.9K0.2%00.0%UnchangedHolders
Q1 20253,837$936.3K0.3%−1,762−31.5%ReducedHolders
Q4 20245,599$1.19M0.3%−8−0.1%ReducedHolders
Q3 20245,607$1.25M0.3%00.0%UnchangedHolders
Q2 20245,607$1.18M0.4%−339−5.7%ReducedHolders
Q1 20245,946$1.22M0.4%+51+0.9%AddedHolders
Q4 20235,895$1.12M0.4%+109+1.9%AddedHolders
Q3 20235,786$1.11M0.4%+250+4.5%AddedHolders
Q2 20235,536$1.04M0.4%00.0%UnchangedHolders
Q1 20235,536$922.0K0.4%00.0%UnchangedHolders
Q4 20225,536$916.1K0.4%−375−6.3%ReducedHolders
Q3 20225,911$955.0K0.4%00.0%UnchangedHolders
Q2 20225,911$918.0K0.4%+5,911NewHolders
Q1 20220$00.0%−5,991−100.0%Sold outHolders
Q4 20215,991$1.04M0.4%−455−7.1%ReducedHolders
Q3 20216,446$976.0K0.4%−245−3.7%ReducedHolders
Q2 20216,691$941.0K0.4%00.0%UnchangedHolders
Q1 20216,691$839.0K0.4%––Holders

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