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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Dougherty Wealth Advisers 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of MRSH by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−334−100.0%Sold outHolders
Q4 2025334$62.0K<0.1%00.0%UnchangedHolders
Q3 2025334$67.3K<0.1%00.0%UnchangedHolders
Q2 2025334$73.0K<0.1%00.0%UnchangedHolders
Q1 2025334$81.5K0.1%00.0%UnchangedHolders
Q4 2024334$70.9K0.1%00.0%UnchangedHolders
Q3 2024334$74.5K0.1%−21−5.9%ReducedHolders
Q2 2024355$74.8K0.1%00.0%UnchangedHolders
Q1 2024355$73.1K0.1%−88−19.9%ReducedHolders
Q4 2023443$83.9K0.1%00.0%UnchangedHolders
Q3 2023443$84.3K0.1%00.0%UnchangedHolders
Q2 2023443$83.3K0.1%−50−10.1%ReducedHolders
Q1 2023493$82.1K0.1%−493−50.0%ReducedHolders
Q4 2022986$163.2K0.3%00.0%UnchangedHolders
Q3 2022986$147.0K0.3%00.0%UnchangedHolders
Q2 2022986$153.0K0.3%00.0%UnchangedHolders
Q1 2022986$168.0K0.3%00.0%UnchangedHolders
Q4 2021986$171.0K0.2%00.0%UnchangedHolders
Q3 2021986$149.0K0.2%00.0%UnchangedHolders
Q2 2021986$139.0K0.2%00.0%UnchangedHolders
Q1 2021986$120.0K0.2%––Holders

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