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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Rise 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2023
Holdings of MRSH by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−288−100.0%Sold outHolders
Q3 2025288$58.0K<0.1%+7+2.5%AddedHolders
Q2 2025281$61.4K<0.1%+1+0.4%AddedHolders
Q1 2025280$68.3K<0.1%+25+9.8%AddedHolders
Q4 2024255$54.1K<0.1%+3+1.2%AddedHolders
Q3 2024252$56.2K<0.1%+1+0.4%AddedHolders
Q2 2024251$52.9K<0.1%+1+0.4%AddedHolders
Q1 2024250$51.5K<0.1%+250NewHolders
Q2 20230$00.0%−9−100.0%Sold outHolders
Q1 20239$1.50K<0.1%+9NewHolders