DT Investment Partners, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1537621
CHADDS FORD, PA
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,000
-$610 QoQ
Shares Held
90
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,370
of 1,500 holders
Holding Since
Sep 2022
16 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, 2026DT Investment Partners, LLC holds $126,821 across 6 Insurance Brokers names. MRSH ranks #3 (11.8% of the industry book) .
All Filings in MRSH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,000 | 90 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,610 | 90 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,158 | 362 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,137 | 90 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,677 | 90 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $21,962 | 90 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,116 | 90 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $20,078 | 90 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,110 | 29 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,973 | 29 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,494 | 29 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,518 | 29 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,454 | 29 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $4,829 | 29 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,798 | 29 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,329 | 29 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||