Position in MRSH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$266,005
-$40,659 QoQ
Shares Held
1,596
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,076
of 1,495 holders
Holding Since
Dec 2021
11 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 Jun 30, 2026J.W. COLE ADVISORS, INC. holds $2,856,755 across 5 Insurance Brokers names. MRSH ranks #4 (9.3% of the industry book) .
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,005 | 1,596 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $306,664 | 1,653 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $414,950 | 2,059 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $517,083 | 2,365 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $421,439 | 1,727 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $317,552 | 1,495 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $240,937 | 1,080 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $229,052 | 1,087 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $236,671 | 1,149 | Shares | Sole | 2024-04-30 | |
| 2022-03-31 | $207,060 | 1,215 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $229,616 | 1,321 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||