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West Paces Advisors Inc.

SEC CIK
0002004720
Latest filing
Jul 17, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by West Paces Advisors Inc., 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)
1,141
Value
$190.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by West Paces Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,141$190.2K<0.1%−1,405−55.2%ReducedHolders
Q1 20262,546$441.6K0.1%−2,320−47.7%ReducedHolders
Q4 20254,866$902.7K0.2%−688−12.4%ReducedHolders
Q3 20255,554$1.12M0.2%+91+1.7%AddedHolders
Q2 20255,463$1.19M0.3%+54+1.0%AddedHolders
Q1 20255,409$1.32M0.3%+145+2.8%AddedHolders
Q4 20245,264$1.12M0.3%−33−0.6%ReducedHolders
Q3 20245,297$1.18M0.3%+188+3.7%AddedHolders
Q2 20245,109$1.08M0.3%−35−0.7%ReducedHolders
Q1 20245,144$1.06M0.3%−513−9.1%ReducedHolders
Q4 20235,657$1.07M0.3%−14−0.2%ReducedHolders
Q3 20235,671$1.08M0.3%−209−3.6%ReducedHolders
Q2 20235,880$1.11M0.3%−55−0.9%ReducedHolders
Q1 20235,935$988.5K0.3%+39+0.7%AddedHolders
Q4 20225,896$975.7K0.3%−39−0.7%ReducedHolders
Q3 20225,935$886.0K0.3%−237−3.8%ReducedHolders
Q2 20226,172$958.2K0.3%−8−0.1%ReducedHolders
Q1 20226,180$1.05M0.3%+155+2.6%AddedHolders
Q4 20216,025$1.05M0.3%−818−12.0%ReducedHolders
Q3 20216,843$1.04M0.4%−229−3.2%ReducedHolders
Q2 20217,072$994.9K0.4%−389−5.2%ReducedHolders
Q1 20217,461$908.8K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.