Pure Financial Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1571556
SAN DIEGO, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$563,511
+$292,756 QoQ
Shares Held
3,381
+116.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#835
of 1,500 holders
Holding Since
Sep 2023
12 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, 2026Pure Financial Advisors, LLC holds $4,899,218 across 4 Insurance Brokers names. MRSH ranks #3 (11.5% of the industry book) .
All Filings in MRSH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,511 | 3,381 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $270,755 | 1,561 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $523,908 | 2,824 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $532,845 | 2,644 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $647,830 | 2,963 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $493,428 | 2,022 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $331,359 | 1,560 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $585,834 | 2,626 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $547,239 | 2,597 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $526,072 | 2,554 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $471,969 | 2,491 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $457,671 | 2,405 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||