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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Beacon Pointe 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 2026)
18,848
Value
$3.14M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,848$3.14M<0.1%−6,006−24.2%ReducedHolders
Q1 202624,854$4.31M<0.1%+11,082+80.5%AddedHolders
Q4 202513,772$2.56M<0.1%−4,461−24.5%ReducedHolders
Q3 202518,233$3.67M<0.1%+4,250+30.4%AddedHolders
Q2 202513,983$3.06M<0.1%−86−0.6%ReducedHolders
Q1 202514,069$3.43M<0.1%+2,632+23.0%AddedHolders
Q4 202411,437$2.43M<0.1%−2,004−14.9%ReducedHolders
Q3 202413,441$3.00M<0.1%−2,110−13.6%ReducedHolders
Q2 202415,551$3.28M<0.1%−88−0.6%ReducedHolders
Q1 202415,639$3.22M<0.1%+326+2.1%AddedHolders
Q4 202315,313$2.90M<0.1%−253−1.6%ReducedHolders
Q3 202315,566$2.96M<0.1%+906+6.2%AddedHolders
Q2 202314,660$2.76M<0.1%−428−2.8%ReducedHolders
Q1 202315,088$2.51M<0.1%−72−0.5%ReducedHolders
Q4 202215,160$2.51M<0.1%+1,364+9.9%AddedHolders
Q3 202213,796$2.06M<0.1%+650+4.9%AddedHolders
Q2 202213,146$2.05M<0.1%−13,223−50.1%ReducedHolders
Q1 202226,369$4.49M0.1%+12,106+84.9%AddedHolders
Q4 202114,263$2.48M0.1%+1,221+9.4%AddedHolders
Q3 202113,042$1.98M<0.1%−2,795−17.6%ReducedHolders
Q2 202115,837$2.23M0.1%+3,456+27.9%AddedHolders
Q1 202112,381$1.51M0.1%––Holders

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