United Advisor Group, LLC

SEC CIK: 0002004873
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by United Advisor Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRSH overview All 13F holders of MRSH Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of MRSH by United Advisor Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−1,206−100.0%	Sold out	Holders
Q3 2025	1,206	$243.0K	<0.1%	+261+27.6%	Added	Holders
Q2 2025	945	$206.7K	<0.1%	+945	New	Holders