Private Advisor Group, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1567755
MORRISTOWN, NJ
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,521,237
+$1,398,903 QoQ
Shares Held
21,127
+72.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#461
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, 2026Private Advisor Group, LLC holds $6,246,342 across 3 Insurance Brokers names. MRSH ranks #1 (56.4% of the industry book) .
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,521,237 | 21,127 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,122,334 | 12,236 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,277,258 | 12,275 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,423,599 | 12,026 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,707,856 | 12,385 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,125,536 | 12,808 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,689,535 | 12,662 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,141,776 | 14,083 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,165,014 | 15,020 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,026,052 | 14,691 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,759,630 | 14,565 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,322,040 | 12,202 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,392,189 | 12,719 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,200,125 | 13,210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $432,237 | 13,860 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,201,728 | 14,748 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,024,200 | 32,362 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,796,154 | 34,011 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,599,089 | 32,212 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,139,318 | 47,146 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $4,126,707 | 29,334 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,460,216 | 28,409 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,628,521 | 31,013 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $3,375,850 | 29,432 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,086,458 | 28,746 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,215,537 | 25,625 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||