Asset Dedication, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1475896
SAN FRANCISCO, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,833
-$19,143 QoQ
Shares Held
35
-75.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,415
of 1,495 holders
Holding Since
Mar 2020
25 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, 2026Asset Dedication, LLC holds $123,330 across 6 Insurance Brokers names. MRSH ranks #3 (4.7% of the industry book) .
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,833 | 35 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $24,976 | 144 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $33,393 | 180 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $31,035 | 154 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $33,670 | 154 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $29,039 | 119 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $26,338 | 124 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $27,663 | 124 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,232 | 115 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $23,687 | 115 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $21,789 | 115 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $21,884 | 115 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,551 | 88 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $14,656 | 88 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $14,562 | 88 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $12,391 | 83 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $14,144 | 83 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $25,203 | 145 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $21,957 | 145 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $8,722 | 62 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,551 | 62 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $7,254 | 62 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $7,111 | 62 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $6,656 | 62 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $5,360 | 62 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||