SEC 13F Intelligence

Systm Wealth Solutions LLC / MRSH

Systm Wealth Solutions LLC’s Marsh & Mclennan Cos Inc Position

Does Systm Wealth Solutions LLC own Marsh & Mclennan Cos Inc (MRSH)? Yes — 343 shares worth $76,520 (+2.32% of its 13F portfolio) as of Q3 2024, down from 33.6K shares the prior filed quarter.

Position Value
$76,520
Q3 2024
Shares
343
% of Portfolio
+2.32%
Quarters Held
8
currently held

Position History MRSH

Reported value by quarter
Q4 ’22: $8MQ4 ’22Q1 ’23: $8MQ1 ’23Q2 ’23: $10MQ2 ’23Q3 ’23: $9MQ3 ’23Q4 ’23: $6MQ4 ’23Q1 ’24: $7MQ1 ’24Q2 ’24: $7MQ2 ’24Q3 ’24: $76,520Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024343$76,520+2.32%
Q2 202433.6K$7M+1.58%
Q1 202432.1K$7M+0.83%
Q4 202330.1K$6M+0.79%
Q3 202347.1K$9M+1.38%
Q2 202352.8K$10M+1.34%
Q1 202350.0K$8M+1.28%
Q4 202250.9K$8M+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of MRSH.