AdvisorNet Financial, Inc
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1409362
MINNETONKA, MN
Position in MRSH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$239,504
+$95,368 QoQ
Shares Held
1,437
+72.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,119
of 1,495 holders
Holding Since
Mar 2020
26 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, 2026AdvisorNet Financial, Inc holds $851,354 across 6 Insurance Brokers names. MRSH ranks #3 (28.1% of the industry book) .
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,504 | 1,437 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $144,136 | 831 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $222,252 | 1,198 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $212,211 | 1,053 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $185,844 | 850 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $195,956 | 803 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $185,221 | 872 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $391,969 | 1,757 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $350,216 | 1,662 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $379,827 | 1,844 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $336,498 | 1,776 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $334,737 | 1,759 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $351,145 | 1,867 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $322,107 | 1,934 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $407,908 | 2,465 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $436,523 | 2,924 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $288,299 | 1,857 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $375,264 | 2,202 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $374,755 | 2,156 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $324,968 | 2,146 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $299,085 | 2,126 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $258,946 | 2,126 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $225,342 | 1,926 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $151,977 | 1,325 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $153,002 | 1,425 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $139,978 | 1,619 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||