HBK Sorce Advisory LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1379995 ERIE, PA

Position in MRSH

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,707,268

-$394,117 QoQ

Shares Held

9,843

-13.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

HBK Sorce Advisory LLC holds $6,119,454 across 3 Insurance Brokers names. MRSH ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co	16,071	$4,038,803
2	MRSH	Marsh & Mclennan Companies, Inc. This page	9,843	$1,707,268
3	AJG	Arthur J. Gallagher & Co.	1,724	$373,383

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,707,268	9,843	-13.1%	Shares	Sole	2026-05-11
2025-12-31	$2,101,385	11,327	-0.9%	Shares	Sole	2026-02-09
2025-09-30	$2,303,689	11,431	+3.4%	Shares	Sole	2025-10-16
2025-06-30	$2,417,283	11,056	-5.8%	Shares	Sole	2025-08-04
2025-03-31	$2,865,400	11,742	-3.0%	Shares	Sole	2025-04-23
2024-12-31	$2,569,948	12,099	-2.2%	Shares	Sole	2025-02-10
2024-09-30	$2,760,738	12,375	-2.3%	Shares	Sole	2024-11-12
2024-06-30	$2,670,243	12,672	-0.8%	Shares	Sole	2024-08-08
2024-03-31	$2,631,188	12,774	-0.7%	Shares	Sole	2024-05-09
2023-12-31	$2,437,721	12,866	-11.3%	Shares	Sole	2024-01-25
2023-09-30	$2,761,253	14,510	+2.2%	Shares	Sole	2023-11-06
2023-06-30	$2,671,488	14,204	-0.6%	Shares	Sole	2023-08-04
2023-03-31	$2,380,665	14,294	-50.2%	Shares	Sole	2023-08-15
2022-12-31	$4,748,283	28,694	+69.5%	Shares	Sole	2023-02-09
2022-09-30	$2,526,733	16,925	+17.9%	Shares	Sole	2022-11-14
2022-06-30	$2,229,079	14,358	-8.0%	Shares	Sole	2022-08-15
2022-03-31	$2,658,552	15,600	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$2,708,810	15,584	+2.0%	Shares	Sole	2022-02-15
2021-09-30	$2,312,487	15,271	-0.4%	Shares	Sole	2021-11-15
2021-06-30	$2,157,609	15,337	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$1,870,726	15,359	+4.7%	Shares	Sole	2021-05-14
2020-12-31	$1,716,741	14,673	+15.0%	Shares	Sole	2021-02-12
2020-09-30	$1,463,342	12,758	-6.4%	Shares	Sole	2020-11-13
2020-06-30	$1,462,916	13,625	-2.5%	Shares	Sole	2020-08-14
2020-03-31	$1,208,451	13,977	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.