Transamerica Financial Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$123,669
+$55,213 QoQ
Shares Held
713
+93.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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 Mar 31, 2026Transamerica Financial Advisors, LLC holds $612,380 across 7 Insurance Brokers names. MRSH ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,393 | $301,695 | |
| 2 | WTW |
Willis Towers Watson PLC
|
499 | $145,059 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
713 | $123,669 | |
| 4 | AON |
Aon plc
|
104 | $33,569 | |
| 5 | BRO |
Brown & Brown, Inc.
|
126 | $8,216 | |
| 6 | SLQT |
SelectQuote, Inc.
|
163 | $102 | |
| 7 | EHTH |
eHealth, Inc.
|
55 | $70 |
All Filings in MRSH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,669 | 713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,456 | 369 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,553 | 231 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $437 | 2 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 2 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 2 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 3 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $69,748 | 331 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $68,179 | 331 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $303,909 | 1,604 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $346,155 | 1,819 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $386,880 | 2,057 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $342,260 | 2,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $311,433 | 1,882 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $287,681 | 1,927 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,459 | 1,916 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $966 | 9 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $172 | 2 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||