CX Institutional

SEC CIK: 0001737089
Latest filing: Jul 1, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by CX Institutional, 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): 56,534
Value: $9.42M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MRSH by CX Institutional, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	56,534	$9.42M	0.3%	−3,100−5.2%	Reduced	Holders
Q1 2026	59,634	$10.3M	0.3%	+18,556+45.2%	Added	Holders
Q4 2025	41,078	$7.62M	0.2%	+1,968+5.0%	Added	Holders
Q3 2025	39,110	$7.88M	0.2%	+3,572+10.1%	Added	Holders
Q2 2025	35,538	$7.77M	0.3%	+686+2.0%	Added	Holders
Q1 2025	34,852	$8.51M	0.3%	+1,648+5.0%	Added	Holders
Q4 2024	33,204	$7.05M	0.3%	+3,805+12.9%	Added	Holders
Q3 2024	29,399	$6.56M	0.3%	+4,607+18.6%	Added	Holders
Q2 2024	24,792	$5.22M	0.2%	+1,070+4.5%	Added	Holders
Q1 2024	23,722	$4.89M	0.2%	+1,122+5.0%	Added	Holders
Q4 2023	22,600	$4.28M	0.2%	+2,839+14.4%	Added	Holders
Q3 2023	19,761	$3.76M	0.2%	+3,855+24.2%	Added	Holders
Q2 2023	15,906	$2.99M	0.2%	+109+0.7%	Added	Holders
Q1 2023	15,797	$2.65M	0.1%	+383+2.5%	Added	Holders
Q4 2022	15,414	$2.55M	0.2%	+1,226+8.6%	Added	Holders
Q3 2022	14,188	$2.12M	0.1%	+388+2.8%	Added	Holders
Q2 2022	13,800	$2.14M	0.2%	+4,449+47.6%	Added	Holders
Q1 2022	9,351	$1.59M	0.1%	+177+1.9%	Added	Holders
Q4 2021	9,174	$1.59M	0.1%	−186−2.0%	Reduced	Holders
Q3 2021	9,360	$1.42M	0.1%	−278−2.9%	Reduced	Holders
Q2 2021	9,638	$1.36M	0.1%	+186+2.0%	Added	Holders
Q1 2021	9,452	$1.15M	0.1%	–	–	Holders

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