Plante Moran Financial Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$50,834
-$1,201 QoQ
Shares Held
305
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,278
of 1,495 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, 2026Plante Moran Financial Advisors, LLC holds $598,673 across 7 Insurance Brokers names. MRSH ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,607 | $533,025 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
305 | $50,834 | |
| 3 | WTW |
Willis Towers Watson PLC
|
50 | $13,068 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3 | $688 | |
| 5 | CRVL |
Corvel Corp
|
10 | $625 | |
| 6 | ERIE |
Erie Indemnity Co
|
1 | $239 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
4 | $194 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,834 | 305 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $52,035 | 300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $55,656 | 300 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $62,877 | 312 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $56,409 | 258 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $61,251 | 251 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $342,192 | 1,611 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $359,397 | 1,611 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $339,469 | 1,611 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $333,893 | 1,621 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $308,646 | 1,629 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $306,573 | 1,611 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $312,965 | 1,664 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $288,298 | 1,731 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $286,114 | 1,729 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $267,229 | 1,790 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $156,181 | 1,006 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $170,420 | 1,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $199,023 | 1,145 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $147,795 | 976 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $137,022 | 974 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $118,511 | 973 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $115,947 | 991 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $111,029 | 968 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $103,612 | 965 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $23,344 | 270 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||