Ethic Inc.

SEC CIK: 0001780570
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Ethic Inc., 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): 64,963
Value: $10.8M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRSH by Ethic Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	64,963	$10.8M	0.1%	+3,826+6.3%	Added	Holders
Q1 2026	61,137	$10.6M	0.2%	−115−0.2%	Reduced	Holders
Q4 2025	61,252	$11.4M	0.2%	−621−1.0%	Reduced	Holders
Q3 2025	61,873	$12.5M	0.2%	−6,606−9.6%	Reduced	Holders
Q2 2025	68,479	$14.9M	0.3%	−4,326−5.9%	Reduced	Holders
Q1 2025	72,805	$17.8M	0.4%	+5,236+7.7%	Added	Holders
Q4 2024	67,569	$14.4M	0.3%	+12,002+21.6%	Added	Holders
Q3 2024	55,567	$11.4M	0.3%	−9,176−14.2%	Reduced	Holders
Q2 2024	64,743	$13.6M	0.3%	+9,176+16.5%	Added	Holders
Q1 2024	55,567	$11.4M	0.3%	+1,896+3.5%	Added	Holders
Q4 2023	53,671	$10.2M	0.3%	−1,481−2.7%	Reduced	Holders
Q3 2023	55,152	$10.5M	0.4%	−15,327−21.7%	Reduced	Holders
Q2 2023	70,479	$13.3M	0.5%	+1,090+1.6%	Added	Holders
Q1 2023	69,389	$11.6M	0.5%	+10,974+18.8%	Added	Holders
Q4 2022	58,415	$9.67M	0.5%	+4,848+9.1%	Added	Holders
Q3 2022	53,567	$8.00M	0.5%	+2,850+5.6%	Added	Holders
Q2 2022	50,717	$7.87M	0.5%	+11,287+28.6%	Added	Holders
Q1 2022	39,430	$6.72M	0.5%	+8,691+28.3%	Added	Holders
Q4 2021	30,739	$5.34M	0.4%	+3,771+14.0%	Added	Holders
Q3 2021	26,968	$4.08M	0.4%	+5,206+23.9%	Added	Holders
Q2 2021	21,762	$3.06M	0.4%	+7,492+52.5%	Added	Holders
Q1 2021	14,270	$1.74M	0.3%	–	–	Holders

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