Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Marks Group Wealth Management, 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): 23,922
Value: $3.99M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MRSH by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,922	$3.99M	0.3%	−10,294−30.1%	Reduced	Holders
Q1 2026	34,216	$5.93M	0.6%	+179+0.5%	Added	Holders
Q4 2025	34,037	$6.31M	0.6%	−3,200−8.6%	Reduced	Holders
Q3 2025	37,237	$7.50M	0.7%	−742−2.0%	Reduced	Holders
Q2 2025	37,979	$8.30M	0.8%	+237+0.6%	Added	Holders
Q1 2025	37,742	$9.21M	0.9%	+615+1.7%	Added	Holders
Q4 2024	37,127	$7.89M	0.8%	−1,026−2.7%	Reduced	Holders
Q3 2024	38,153	$8.51M	0.8%	+136+0.4%	Added	Holders
Q2 2024	38,017	$8.01M	0.8%	−483−1.3%	Reduced	Holders
Q1 2024	38,500	$7.93M	0.8%	−42−0.1%	Reduced	Holders
Q4 2023	38,542	$7.30M	0.8%	−383−1.0%	Reduced	Holders
Q3 2023	38,925	$7.41M	0.9%	−449−1.1%	Reduced	Holders
Q2 2023	39,374	$7.41M	0.9%	+231+0.6%	Added	Holders
Q1 2023	39,143	$6.52M	0.8%	+259+0.7%	Added	Holders
Q4 2022	38,884	$6.43M	0.9%	+41+0.1%	Added	Holders
Q3 2022	38,843	$5.80M	0.9%	+939+2.5%	Added	Holders
Q2 2022	37,904	$5.88M	0.8%	−2,071−5.2%	Reduced	Holders
Q1 2022	39,975	$6.81M	0.9%	+2,730+7.3%	Added	Holders
Q4 2021	37,245	$6.47M	0.8%	−3,332−8.2%	Reduced	Holders
Q3 2021	40,577	$6.14M	0.8%	−650−1.6%	Reduced	Holders
Q2 2021	41,227	$5.81M	0.8%	−3,227−7.3%	Reduced	Holders
Q1 2021	44,454	$5.42M	0.8%	–	–	Holders

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