MONETA GROUP INVESTMENT ADVISORS LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1120927
ST LOUIS, MO
Position in MRSH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,685,292
-$408,021 QoQ
Shares Held
21,247
-3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $5,096,267 across 4 Insurance Brokers names. MRSH ranks #1 (72.3% of the industry book) .
All Filings in MRSH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,685,292 | 21,247 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,093,313 | 22,064 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,542,083 | 22,538 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,716,283 | 21,571 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,148,684 | 8,805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,942,277 | 9,144 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,013,833 | 9,027 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,893,108 | 8,984 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,894,398 | 9,197 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,751,081 | 9,242 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,806,898 | 9,495 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,804,627 | 9,595 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,595,549 | 9,580 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,443,978 | 8,726 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,377,946 | 9,230 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,518,966 | 9,784 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,435,958 | 8,426 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,537,959 | 8,848 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,298,966 | 8,578 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,207,034 | 8,580 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $994,984 | 8,169 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $945,945 | 8,085 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||