SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1079935
LOS ANGELES, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$214,503
-$6,125 QoQ
Shares Held
1,287
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,164
of 1,495 holders
Holding Since
Jun 2024
9 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $430,764 across 2 Insurance Brokers names. MRSH ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
652 | $216,261 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,287 | $214,503 |
All Filings in MRSH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,503 | 1,287 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $220,628 | 1,272 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $242,103 | 1,305 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $267,228 | 1,326 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $296,694 | 1,357 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $332,124 | 1,361 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $284,628 | 1,340 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $323,703 | 1,451 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $283,418 | 1,345 | Shares | Defined | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||