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Livermore
Livermore
ZHEN

Exchange Bank

SEC CIK
0002001155
Latest filing
Jul 8, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Exchange Bank, 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)
6,164
Value
$1.03M
% of portfolio
0.6%
Quarters held
13
Since Q2 2023
Holdings of MRSH by Exchange Bank, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,164$1.03M0.6%00.0%UnchangedHolders
Q1 20266,164$1.07M0.7%−6−0.1%ReducedHolders
Q4 20256,170$1.14M0.8%+6+0.1%AddedHolders
Q3 20256,164$1.24M0.9%00.0%UnchangedHolders
Q2 20256,164$1.35M1.1%−75−1.2%ReducedHolders
Q1 20256,239$1.52M1.2%00.0%UnchangedHolders
Q4 20246,239$1.33M1.1%00.0%UnchangedHolders
Q3 20246,239$1.39M1.1%00.0%UnchangedHolders
Q2 20246,239$1.31M1.1%00.0%UnchangedHolders
Q1 20246,239$1.29M1.1%−29−0.5%ReducedHolders
Q4 20236,268$1.19M1.0%+21+0.3%AddedHolders
Q3 20236,247$1.19M1.1%−73−1.2%ReducedHolders
Q2 20236,320$1.19M1.1%–No prior filingHolders