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Advisor Partners II, LLC

SEC CIK
0001954015
Latest filing
Oct 26, 2023

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Advisor Partners II, 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 Q3 2023 holdings

Shares (Q3 2023)
29,906
Value
$5.69M
% of portfolio
0.2%
Quarters held
5
Since Q3 2022
Holdings of MRSH by Advisor Partners II, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202329,906$5.69M0.2%+275+0.9%AddedHolders
Q2 202329,631$5.57M0.3%+5,590+23.3%AddedHolders
Q1 202324,041$4.00M0.2%+4,261+21.5%AddedHolders
Q4 202219,780$3.27M0.2%+1,980+11.1%AddedHolders
Q3 202217,800$2.66M0.2%–No prior filingHolders