N.E.W. Advisory Services LLC

SEC CIK: 0001803456
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by N.E.W. Advisory Services 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): 12
Value: $2.00K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of MRSH by N.E.W. Advisory Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12	$2.00K	<0.1%	+12	New	Holders
Q2 2025	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q1 2025	4	$976	<0.1%	+4	New	Holders