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Hohimer Wealth Management, LLC

SEC CIK
0001802533
Latest filing
Jul 31, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Hohimer Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026)
24,453
Value
$4.08M
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of MRSH by Hohimer Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,453$4.08M0.4%+1,317+5.7%AddedHolders
Q1 202623,136$4.01M0.5%+10,697+86.0%AddedHolders
Q4 202512,439$2.31M0.3%+12,439NewHolders