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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Change Path, 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)
4,033
Value
$672.2K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of MRSH by Change Path, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,033$672.2K<0.1%−367−8.3%ReducedHolders
Q1 20264,400$763.1K<0.1%−4−0.1%ReducedHolders
Q4 20254,404$817.1K<0.1%−5,898−57.3%ReducedHolders
Q3 202510,302$2.08M0.1%−24,769−70.6%ReducedHolders
Q2 202535,071$7.67M0.2%−303−0.9%ReducedHolders
Q1 202535,374$8.63M0.3%+1,326+3.9%AddedHolders
Q4 202434,048$7.23M0.2%+19,782+138.7%AddedHolders
Q3 202414,266$3.18M0.1%+1,123+8.5%AddedHolders
Q2 202413,143$2.77M0.1%−400−3.0%ReducedHolders
Q1 202413,543$2.79M0.1%+13,543NewHolders