Parcion Private Wealth LLC

SEC CIK: 0001801263
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Parcion 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 overview All 13F holders of MRSH Full Q2 2026 holdings

Shares (Q2 2026): 28,899
Value: $4.82M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MRSH by Parcion Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,899	$4.82M	0.3%	−994−3.3%	Reduced	Holders
Q1 2026	29,893	$5.18M	0.3%	+1,413+5.0%	Added	Holders
Q4 2025	28,480	$5.28M	0.3%	+450+1.6%	Added	Holders
Q3 2025	28,030	$5.65M	0.4%	+138+0.5%	Added	Holders
Q2 2025	27,892	$6.10M	0.4%	+309+1.1%	Added	Holders
Q1 2025	27,583	$6.73M	0.5%	+1,645+6.3%	Added	Holders
Q4 2024	25,938	$5.51M	0.4%	+521+2.0%	Added	Holders
Q3 2024	25,417	$5.67M	0.5%	+1,586+6.7%	Added	Holders
Q2 2024	23,831	$5.02M	0.5%	+215+0.9%	Added	Holders
Q1 2024	23,616	$4.86M	0.4%	−84−0.4%	Reduced	Holders
Q4 2023	23,700	$4.49M	0.4%	+383+1.6%	Added	Holders
Q3 2023	23,317	$4.44M	0.5%	+13+0.1%	Added	Holders
Q2 2023	23,304	$4.38M	0.4%	+931+4.2%	Added	Holders
Q1 2023	22,373	$3.73M	0.4%	+2,928+15.1%	Added	Holders
Q4 2022	19,445	$3.22M	0.3%	−687−3.4%	Reduced	Holders
Q3 2022	20,132	$3.01M	0.3%	−100.0%	Reduced	Holders
Q2 2022	20,142	$3.16M	0.3%	−2,691−11.8%	Reduced	Holders
Q1 2022	22,833	$3.89M	0.4%	−6,379−21.8%	Reduced	Holders
Q4 2021	29,212	$4.71M	0.4%	−314−1.1%	Reduced	Holders
Q3 2021	29,526	$4.78M	0.4%	−159−0.5%	Reduced	Holders
Q2 2021	29,685	$4.18M	0.4%	−864−2.8%	Reduced	Holders
Q1 2021	30,549	$3.72M	0.4%	–	–	Holders

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