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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Basepoint 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)
629
Value
$104.9K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of MRSH by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026629$104.9K0.1%+3+0.5%AddedHolders
Q1 2026626$108.6K0.1%+4+0.6%AddedHolders
Q4 2025622$115.5K0.1%+622NewHolders