Westside Investment Management, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1538383
SANTA MONICA, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$36,334
-$1,478 QoQ
Shares Held
218
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,315
of 1,500 holders
Holding Since
Jun 2024
9 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, 2026Westside Investment Management, Inc. holds $105,292 across 4 Insurance Brokers names. MRSH ranks #1 (34.5% of the industry book) .
All Filings in MRSH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,334 | 218 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $37,812 | 218 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $46,564 | 251 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $49,979 | 248 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,390 | 139 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,320 | 30 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,372 | 30 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,692 | 30 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $6,321 | 30 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||