Patriot Financial Group Insurance Agency, LLC
InsurancePosition in MRK — Merck & Co., Inc.
CIK 1694883
Westborough, MA
Position in MRK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,320,851
-$1,245,175 QoQ
Shares Held
10,279
-51.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,891
of 3,768 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $18,197,116 across 9 Drug Manufacturers - General names. MRK ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
16,950 | $4,265,298 | |
| 2 | LLY |
ELI LILLY & Co
|
2,874 | $3,447,162 | |
| 3 | NVS |
Novartis AG
|
17,411 | $2,728,651 | |
| 4 | JNJ |
Johnson & Johnson
|
8,891 | $2,258,047 | |
| 5 | AMGN |
Amgen Inc
|
5,594 | $2,025,699 | |
| 6 | GSK |
GSK plc
|
29,644 | $1,553,938 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
10,279 | $1,320,851 | |
| 8 | PFE |
Pfizer Inc
|
15,207 | $366,184 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,851 | 10,279 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,566,026 | 21,332 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,045,547 | 9,933 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $835,858 | 9,959 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,163,889 | 14,703 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,254,396 | 13,975 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,423,956 | 14,314 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,637,194 | 14,417 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,716,487 | 13,865 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,810,749 | 13,723 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,359,261 | 12,468 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,283,374 | 12,466 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,406,027 | 12,185 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,325,513 | 12,459 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,091,526 | 9,838 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $874,376 | 10,153 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $940,145 | 10,312 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $831,576 | 10,135 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $830,164 | 10,832 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $805,028 | 10,718 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $890,622 | 11,452 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $774,138 | 10,042 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $890,392 | 10,885 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $850,154 | 10,249 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $788,689 | 10,199 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $508,111 | 6,604 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||