Advisory Services Network, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1573876
Atlanta, GA
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,042,082
+$97,419 QoQ
Shares Held
6,008
+18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisory Services Network, LLC holds $5,773,904 across 12 Insurance Brokers names. MRSH ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
35,199 | $2,295,322 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
6,008 | $1,042,082 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,222 | $914,396 | |
| 4 | AON |
Aon plc
|
2,320 | $748,843 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
26,415 | $579,544 | |
| 6 | WTW |
Willis Towers Watson PLC
|
607 | $176,451 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
232 | $9,896 | |
| 8 | ERIE |
Erie Indemnity Co
|
15 | $3,769 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,042,082 | 6,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $944,663 | 5,092 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,520,339 | 7,544 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,891,888 | 8,653 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,115,492 | 8,669 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,877,489 | 8,839 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,859,899 | 8,337 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,756,770 | 8,337 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,661,433 | 8,066 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,213,008 | 11,680 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,914,035 | 10,058 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,838,104 | 9,773 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,629,188 | 9,782 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,677,798 | 10,139 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,339,726 | 8,974 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,424,418 | 9,175 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,134,995 | 6,660 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,911,671 | 10,998 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,626,659 | 10,742 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $845,344 | 6,009 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $411,074 | 3,375 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $519,363 | 4,439 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $626,146 | 5,459 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $643,575 | 5,994 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $703,870 | 8,141 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||