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Livermore
Livermore
ZHEN

Lantz Financial LLC

SEC CIK
0001766883
Latest filing
Jul 9, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Lantz Financial 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)
7,769
Value
$1.29M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MRSH by Lantz Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,769$1.29M0.2%−15−0.2%ReducedHolders
Q1 20267,784$1.35M0.3%+21+0.3%AddedHolders
Q4 20257,763$1.44M0.3%+25+0.3%AddedHolders
Q3 20257,738$1.56M0.3%−19−0.2%ReducedHolders
Q2 20257,757$1.70M0.4%−20.0%ReducedHolders
Q1 20257,759$1.89M0.5%+26+0.3%AddedHolders
Q4 20247,733$1.64M0.4%−6−0.1%ReducedHolders
Q3 20247,739$1.73M0.5%+27+0.4%AddedHolders
Q2 20247,712$1.63M0.5%−24−0.3%ReducedHolders
Q1 20247,736$1.59M0.5%+36+0.5%AddedHolders
Q4 20237,700$1.46M0.5%−20−0.3%ReducedHolders
Q3 20237,720$1.47M0.6%+30+0.4%AddedHolders
Q2 20237,690$1.45M0.6%+16+0.2%AddedHolders
Q1 20237,674$1.28M0.5%00.0%UnchangedHolders
Q4 20227,674$1.27M0.6%+5,382+234.8%AddedHolders
Q3 20222,292$342.0K0.2%00.0%UnchangedHolders
Q2 20222,292$356.0K0.2%00.0%UnchangedHolders
Q1 20222,292$391.0K0.2%00.0%UnchangedHolders
Q4 20212,292$398.0K0.2%00.0%UnchangedHolders
Q3 20212,292$347.0K0.2%00.0%UnchangedHolders
Q2 20212,292$322.0K0.2%00.0%UnchangedHolders
Q1 20212,292$279.0K0.2%––Holders

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