JFS WEALTH ADVISORS, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1568068
HERMITAGE, PA
Position in MRSH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$27,167
-$4,054 QoQ
Shares Held
163
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,333
of 1,495 holders
Holding Since
Mar 2020
22 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, 2026JFS WEALTH ADVISORS, LLC holds $524,975 across 7 Insurance Brokers names. MRSH ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
974 | $323,066 | |
| 2 | ERIE |
Erie Indemnity Co
|
544 | $130,424 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
163 | $27,167 | |
| 4 | WTW |
Willis Towers Watson PLC
|
65 | $16,989 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
70 | $16,069 | |
| 6 | BRO |
Brown & Brown, Inc.
|
158 | $10,135 | |
| 7 | CRVL |
Corvel Corp
|
18 | $1,125 |
All Filings in MRSH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,167 | 163 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $31,221 | 180 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $49,348 | 266 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $32,849 | 163 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $34,982 | 160 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $39,532 | 162 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $33,985 | 160 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $47,071 | 211 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $43,619 | 207 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $46,551 | 226 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $51,156 | 270 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,974 | 147 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $27,647 | 147 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $23,483 | 141 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $25,152 | 152 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,945 | 147 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,232 | 111 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $20,450 | 120 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,255 | 59 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,634 | 24 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $6,669 | 57 | Shares | Sole | 2021-02-01 | |
| 2020-03-31 | $103,752 | 1,200 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||