Financial Gravity Companies, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1377167
Lakeway, TX
Position in MRSH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,500
New position
Shares Held
63
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,385
of 1,495 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $176,676 across 2 Insurance Brokers names. MRSH ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
63 | $10,500 |
All Filings in MRSH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,500 | 63 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||