TD Capital Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1483824
MEMPHIS, TN
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,166
-$4,179 QoQ
Shares Held
79
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,373
of 1,495 holders
Holding Since
Dec 2022
11 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, 2026TD Capital Management LLC holds $18,473 across 2 Insurance Brokers names. MRSH ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
79 | $13,166 | |
| 2 | AON |
Aon plc
|
16 | $5,307 |
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,166 | 79 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $17,345 | 100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,552 | 100 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $33,655 | 167 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $36,294 | 166 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,124 | 21 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,460 | 21 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,684 | 21 | Shares | Sole | 2024-11-08 | |
| 2023-06-30 | $10,344 | 55 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $9,160 | 55 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $9,101 | 55 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||