ALBION FINANCIAL GROUP /UT
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1054677
SALT LAKE CITY, UT
Position in MRSH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$30,000
-$1,221 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,326
of 1,495 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $42,934 across 3 Insurance Brokers names. MRSH ranks #1 (69.9% of the industry book) .
All Filings in MRSH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,000 | 180 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $31,221 | 180 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,393 | 180 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $38,693 | 192 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $39,355 | 180 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $43,925 | 180 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $38,233 | 180 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||