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Equibles

HBK Sorce Advisory LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1379995 ERIE, PA
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,612,198
-$95,070 QoQ
Shares Held
9,673
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#594
of 1,502 holders
Holding Since
Mar 2020
26 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, 2026

HBK Sorce Advisory LLC holds $6,011,870 across 3 Insurance Brokers names. MRSH ranks #2 (26.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ERIE
Erie Indemnity Co
 16,143 $3,870,284
2 MRSH
Marsh & Mclennan Companies, Inc.
This page 		9,673 $1,612,198
3 AJG
Arthur J. Gallagher & Co.
 2,306 $529,388

All Filings in MRSH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,612,198 9,673
2026-03-31 $1,707,268 9,843
2025-12-31 $2,101,385 11,327
2025-09-30 $2,303,689 11,431
2025-06-30 $2,417,283 11,056
2025-03-31 $2,865,400 11,742
2024-12-31 $2,569,948 12,099
2024-09-30 $2,760,738 12,375
2024-06-30 $2,670,243 12,672
2024-03-31 $2,631,188 12,774
2023-12-31 $2,437,721 12,866
2023-09-30 $2,761,253 14,510
2023-06-30 $2,671,488 14,204
2023-03-31 $2,380,665 14,294
2022-12-31 $4,748,283 28,694
2022-09-30 $2,526,733 16,925
2022-06-30 $2,229,079 14,358
2022-03-31 $2,658,552 15,600
2021-12-31 $2,708,810 15,584
2021-09-30 $2,312,487 15,271
2021-06-30 $2,157,609 15,337
2021-03-31 $1,870,726 15,359
2020-12-31 $1,716,741 14,673
2020-09-30 $1,463,342 12,758
2020-06-30 $1,462,916 13,625
2020-03-31 $1,208,451 13,977