HARBOR INVESTMENT ADVISORY, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1468792 LUTHERVILLE, MD

Position in MRSH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$70,834

-$2,882 QoQ

Shares Held

425

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,256

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $264,805 across 4 Insurance Brokers names. MRSH ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	637	$146,236
2	MRSH	Marsh & Mclennan Companies, Inc. This page	425	$70,834
3	AON	Aon plc	99	$32,837
4	WTW	Willis Towers Watson PLC	57	$14,898

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,834	425	0.0%	Shares	Sole	2026-07-07
2026-03-31	$73,716	425	-10.3%	Shares	Sole	2026-04-23
2025-12-31	$87,936	474	+3.3%	Shares	Sole	2026-01-07
2025-09-30	$92,502	459	+0.9%	Shares	Sole	2025-10-27
2025-06-30	$99,481	455	0.0%	Shares	Sole	2025-07-01
2025-03-31	$111,033	455	0.0%	Shares	Sole	2025-04-09
2024-12-31	$96,646	455	0.0%	Shares	Sole	2025-01-16
2024-09-30	$101,505	455	-0.4%	Shares	Sole	2024-10-04
2024-06-30	$96,299	457	-2.8%	Shares	Sole	2024-07-19
2024-03-31	$96,810	470	+10.1%	Shares	Sole	2024-04-12
2023-12-31	$80,903	427	0.0%	Shares	Sole	2024-01-26
2023-09-30	$81,258	427	-69.9%	Shares	Sole	2023-10-13
2023-06-30	$267,073	1,420	0.0%	Shares	Sole	2023-07-14
2023-03-31	$236,501	1,420	-18.7%	Shares	Sole	2023-04-21
2022-12-31	$289,093	1,747	+41.5%	Shares	Sole	2023-01-24
2022-09-30	$184,373	1,235	+0.7%	Shares	Sole	2022-11-01
2022-06-30	$190,491	1,227	0.0%	Shares	Sole	2022-07-18
2022-03-31	$209,105	1,227	-4.3%	Shares	Sole	2022-04-20
2021-12-31	$222,837	1,282	+13.1%	Shares	Sole	2022-01-10
2021-09-30	$171,721	1,134	0.0%	Shares	Sole	2021-10-12
2021-06-30	$159,531	1,134	+5.1%	Shares	Sole	2021-07-27
2021-03-31	$131,422	1,079	0.0%	Shares	Sole	2021-04-16
2020-12-31	$126,243	1,079	-10.2%	Shares	Sole	2021-02-04
2020-09-30	$137,754	1,201	+45.2%	Shares	Sole	2020-10-23
2020-06-30	$88,794	827	+0.7%	Shares	Sole	2020-07-16
2020-03-31	$70,983	821	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.