Financial Management Professionals, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1568132
AUSTIN, TX
Position in MRSH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$302,839
-$11,972 QoQ
Shares Held
1,817
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,028
of 1,500 holders
Holding Since
Jun 2020
25 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, 2026Financial Management Professionals, Inc. holds $364,492 across 7 Insurance Brokers names. MRSH ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,817 | $302,839 | |
| 2 | NP |
Neptune Insurance Holdings Inc.
|
684 | $21,546 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
|
381 | $18,478 | |
| 4 | AON |
Aon plc
|
24 | $7,960 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
34 | $7,805 | |
| 6 | WTW |
Willis Towers Watson PLC
|
19 | $4,966 | |
| 7 | BRO |
Brown & Brown, Inc.
|
14 | $898 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,839 | 1,817 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $314,811 | 1,815 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $331,709 | 1,788 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $362,149 | 1,797 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $402,516 | 1,841 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $58,811 | 241 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $53,952 | 254 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $56,664 | 254 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $53,312 | 253 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $54,378 | 264 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $55,893 | 295 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $56,138 | 295 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $55,483 | 295 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $49,132 | 295 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $39,384 | 238 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $35,531 | 238 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $37,881 | 244 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $17,212 | 101 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $11,298 | 65 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $9,842 | 65 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,144 | 65 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,359 | 44 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $5,148 | 44 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $5,046 | 44 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,724 | 44 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||