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Warther Private Wealth, LLC

SEC CIK
0001954551
Latest filing
Aug 14, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Warther Private Wealth, 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 (Q2 2026)
2,680
Value
$446.7K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of MRSH by Warther Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,680$446.7K0.1%00.0%UnchangedHolders
Q1 20262,680$464.8K0.1%−19−0.7%ReducedHolders
Q4 20252,699$500.7K0.1%+199+8.0%AddedHolders
Q3 20252,500$503.8K0.1%−150−5.7%ReducedHolders
Q2 20252,650$579.4K0.2%−50−1.9%ReducedHolders
Q1 20252,700$658.9K0.2%−40−1.5%ReducedHolders
Q4 20242,740$582.0K0.2%−60−2.1%ReducedHolders
Q3 20242,800$624.7K0.2%−200−6.7%ReducedHolders
Q2 20243,000$632.2K0.2%−1,169−28.0%ReducedHolders
Q1 20244,169$858.7K0.4%+4,169NewHolders