Austin Private Wealth, LLC
- SEC CIK
- 0001800328
- Latest filing
- Jan 20, 2026
MRSH holding history
Marsh & McLennan Companies, Inc. in every 13F filed by Austin Private Wealth, 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 Q4 2025 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −950−100.0% | Sold out | Holders |
| Q2 2025 | 950 | $207.7K | <0.1% | −533−35.9% | Reduced | Holders |
| Q1 2025 | 1,483 | $361.9K | <0.1% | +25+1.7% | Added | Holders |
| Q4 2024 | 1,458 | $309.7K | <0.1% | +223+18.1% | Added | Holders |
| Q3 2024 | 1,235 | $275.5K | <0.1% | +38+3.2% | Added | Holders |
| Q2 2024 | 1,197 | $252.2K | <0.1% | +31+2.7% | Added | Holders |
| Q1 2024 | 1,166 | $237.3K | <0.1% | +1,166 | New | Holders |