IMA Advisory Services, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1455495
DENVER, CO
Position in MRSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$500
-$1,030 QoQ
Shares Held
3
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,483
of 1,495 holders
Holding Since
Sep 2022
3 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, 2026IMA Advisory Services, Inc. holds $166,889 across 4 Insurance Brokers names. MRSH ranks #4 (0.3% of the industry book) .
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500 | 3 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $1,530 | 7 | Shares | Sole | 2025-08-08 | |
| 2022-09-30 | $298 | 2 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||