TD PRIVATE CLIENT WEALTH LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1551017
NEW YORK, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,163,523
+$50,321 QoQ
Shares Held
6,981
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#667
of 1,500 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $3,645,442 across 7 Insurance Brokers names. MRSH ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
7,254 | $1,665,300 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
6,981 | $1,163,523 | |
| 3 | AON |
Aon plc
|
2,197 | $728,722 | |
| 4 | WTW |
Willis Towers Watson PLC
|
254 | $66,387 | |
| 5 | BRO |
Brown & Brown, Inc.
|
238 | $15,267 | |
| 6 | ERIE |
Erie Indemnity Co
|
25 | $5,993 | |
| 7 | CRVL |
Corvel Corp
|
4 | $250 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,523 | 6,981 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,113,202 | 6,418 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $973,980 | 5,250 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,545,332 | 7,668 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,462,482 | 6,689 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,135,994 | 8,753 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,830,761 | 8,619 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,846,962 | 8,279 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,725,164 | 8,187 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,698,305 | 8,245 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,423,867 | 7,515 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,455,604 | 7,649 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,517,805 | 8,070 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,355,550 | 8,139 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,260,295 | 7,616 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,072,947 | 7,187 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,118,265 | 7,203 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,156,129 | 6,784 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,032,316 | 5,939 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $894,194 | 5,905 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $803,142 | 5,709 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $472,096 | 3,876 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $774,306 | 6,618 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,093,893 | 9,537 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $923,167 | 8,598 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $662,542 | 7,663 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||