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Matrix Trust Co

SEC CIK
0001784277
Latest filing
Jul 9, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Matrix Trust Co, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2024
Holdings of MRSH by Matrix Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−7,654−100.0%Sold outHolders
Q2 20257,654$1.67M0.3%00.0%UnchangedHolders
Q1 20257,654$1.87M0.3%+93+1.2%AddedHolders
Q4 20247,561$1.61M0.3%+162+2.2%AddedHolders
Q3 20247,399$1.65M0.3%−104−1.4%ReducedHolders
Q2 20247,503$1.58M0.4%+44+0.6%AddedHolders
Q1 20247,459$1.54M0.3%+7,459NewHolders