IAM Advisory, LLC
- SEC CIK
- 0001825292
- Latest filing
- Jul 14, 2026
MRSH holding history
Marsh & McLennan Companies, Inc. in every 13F filed by IAM Advisory, 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −8,834−100.0% | Sold out | Holders |
| Q3 2025 | 8,834 | $1.78M | 0.4% | +233+2.7% | Added | Holders |
| Q2 2025 | 8,601 | $1.88M | 0.5% | +372+4.5% | Added | Holders |
| Q1 2025 | 8,229 | $2.01M | 0.5% | −13−0.2% | Reduced | Holders |
| Q4 2024 | 8,242 | $1.75M | 0.4% | +174+2.2% | Added | Holders |
| Q3 2024 | 8,068 | $1.80M | 0.5% | +161+2.0% | Added | Holders |
| Q2 2024 | 7,907 | $1.67M | 0.5% | +180+2.3% | Added | Holders |
| Q1 2024 | 7,727 | $1.59M | 0.4% | +7,727 | New | Holders |