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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Bellwether Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of MRSH by Bellwether Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,679−100.0%Sold outHolders
Q4 20251,679$311.5K<0.1%+46+2.8%AddedHolders
Q3 20251,633$329.1K0.1%+20+1.2%AddedHolders
Q2 20251,613$352.7K0.1%−3−0.2%ReducedHolders
Q1 20251,616$394.5K0.1%−22,112−93.2%ReducedHolders
Q4 202423,728$5.04M0.9%−3,452−12.7%ReducedHolders
Q3 202427,180$6.06M1.2%+27,180NewHolders
Q4 20230$00.0%−7,466−100.0%Sold outHolders
Q3 20237,466$1.42M0.4%+7,466NewHolders
Q2 20230$00.0%−1−100.0%Sold outHolders
Q1 20231$166<0.1%−4−80.0%ReducedHolders
Q4 20225$827<0.1%−2,263−99.8%ReducedHolders
Q3 20222,268$338.0K0.1%−758−25.0%ReducedHolders
Q2 20223,026$469.0K0.2%−138−4.4%ReducedHolders
Q1 20223,164$539.0K0.2%+2,789+743.7%AddedHolders
Q4 2021375$65.0K<0.1%+374+37,400.0%AddedHolders
Q3 20211$00.0%00.0%UnchangedHolders
Q2 20211$00.0%00.0%UnchangedHolders
Q1 20211$00.0%––Holders

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