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Livermore
Livermore
ZHEN

Talisman Wealth Advisors LLC

SEC CIK
0001962685
Latest filing
Aug 14, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Talisman Wealth 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 (Q2 2026)
1,766
Value
$294.3K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of MRSH by Talisman Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,766$294.3K0.2%−104−5.6%ReducedHolders
Q1 20261,870$324.3K0.3%−51−2.7%ReducedHolders
Q4 20251,921$356.3K0.3%−127−6.2%ReducedHolders
Q3 20252,048$412.8K0.3%00.0%UnchangedHolders
Q2 20252,048$447.9K0.4%−50−2.4%ReducedHolders
Q1 20252,098$512.0K0.5%−96−4.4%ReducedHolders
Q4 20242,194$466.1K0.5%−40−1.8%ReducedHolders
Q3 20242,234$500.3K0.5%−30−1.3%ReducedHolders
Q2 20242,264$477.1K0.6%−10.0%ReducedHolders
Q1 20242,265$466.5K0.6%−19−0.8%ReducedHolders
Q4 20232,284$432.7K0.6%00.0%UnchangedHolders
Q3 20232,284$434.6K0.8%−7−0.3%ReducedHolders
Q2 20232,291$430.8K0.7%00.0%UnchangedHolders
Q1 20232,291$381.0K0.7%+481+26.6%AddedHolders
Q4 20221,810$300.0K0.6%–No prior filingHolders