West Family Investments, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1568303
CARLSBAD, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$839,350
+$39,052 QoQ
Shares Held
5,036
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#739
of 1,500 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $1,547,839 across 2 Insurance Brokers names. MRSH ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
5,036 | $839,350 | |
| 2 | AON |
Aon plc
|
2,136 | $708,489 |
All Filings in MRSH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,350 | 5,036 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $800,298 | 4,614 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $867,862 | 4,678 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,175,726 | 5,834 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,280,793 | 5,858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,190,378 | 4,878 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,036,135 | 4,878 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,113,219 | 4,990 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $990,805 | 4,702 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $950,391 | 4,614 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $837,457 | 4,420 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $833,323 | 4,379 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $823,602 | 4,379 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $721,328 | 4,331 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $716,693 | 4,331 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $646,574 | 4,331 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $698,314 | 4,498 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $823,980 | 4,835 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $840,419 | 4,835 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $763,964 | 5,045 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $651,911 | 4,634 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||