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Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by RMR Wealth Builders, 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)
9,024
Value
$1.50M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of MRSH by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,024$1.50M0.1%00.0%UnchangedHolders
Q1 20269,024$1.57M0.1%−89−1.0%ReducedHolders
Q4 20259,113$1.69M0.1%+53+0.6%AddedHolders
Q3 20259,060$1.83M0.2%−373−4.0%ReducedHolders
Q2 20259,433$2.06M0.2%−66−0.7%ReducedHolders
Q1 20259,499$2.32M0.2%+862+10.0%AddedHolders
Q4 20248,637$1.83M0.2%−38−0.4%ReducedHolders
Q3 20248,675$1.94M0.2%+10.0%AddedHolders
Q2 20248,674$1.83M0.2%00.0%UnchangedHolders
Q1 20248,674$1.79M0.2%−180−2.0%ReducedHolders
Q4 20238,854$1.68M0.2%+6+0.1%AddedHolders
Q3 20238,848$1.68M0.3%00.0%UnchangedHolders
Q2 20238,848$1.66M0.3%+6+0.1%AddedHolders
Q1 20238,842$1.47M0.3%00.0%UnchangedHolders
Q4 20228,842$1.46M0.3%00.0%UnchangedHolders
Q3 20228,842$1.32M0.3%00.0%UnchangedHolders
Q2 20228,842$1.37M0.3%−432−4.7%ReducedHolders
Q1 20229,274$1.58M0.3%+9,274NewHolders
Q4 20210$00.0%−11,319−100.0%Sold outHolders
Q3 202111,319$1.71M0.5%00.0%UnchangedHolders
Q2 202111,319$1.59M0.5%−20.0%ReducedHolders
Q1 202111,321$1.38M0.4%––Holders

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