HANTZ FINANCIAL SERVICES, INC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1071061
SOUTHFIELD, MI
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,380,500
-$2,925,664 QoQ
Shares Held
50,282
-22.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#342
of 1,500 holders
Holding Since
Dec 2020
21 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $20,181,362 across 8 Insurance Brokers names. MRSH ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
50,282 | $8,380,500 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
22,573 | $5,182,083 | |
| 3 | AON |
Aon plc
|
14,673 | $4,866,887 | |
| 4 | BRO |
Brown & Brown, Inc.
|
11,561 | $741,638 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,628 | $390,313 | |
| 6 | CRVL |
Corvel Corp
|
5,473 | $342,171 | |
| 7 | WTW |
Willis Towers Watson PLC
|
895 | $233,926 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
904 | $43,844 |
All Filings in MRSH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,380,500 | 50,282 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,306,164 | 65,184 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,883,581 | 31,714 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,722,242 | 28,394 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,997,554 | 13,710 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,350,287 | 13,729 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,815,494 | 13,255 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,848,079 | 17,249 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,525,977 | 16,733 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,436,982 | 16,686 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $3,300,756 | 17,421 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $3,379,157 | 17,757 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $3,176,859 | 16,891 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $2,686,451 | 16,130 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $2,122,446 | 12,826 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $919,178 | 6,157 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $937,554 | 6,039 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $985,879 | 5,785 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $848,936 | 4,884 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $558,625 | 3,689 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $11,466 | 98 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||