Focused Wealth Management, Inc
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1586052
Newburgh, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$210,670
+$207,071 QoQ
Shares Held
1,264
+6552.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,172
of 1,495 holders
Holding Since
Mar 2021
13 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, 2026Focused Wealth Management, Inc holds $652,481 across 2 Insurance Brokers names. MRSH ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,332 | $441,811 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,264 | $210,670 |
All Filings in MRSH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,670 | 1,264 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $3,599 | 19 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,615 | 19 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,147 | 38 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $43,802 | 263 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $6,288 | 38 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,673 | 38 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,899 | 38 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,475 | 38 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,605 | 38 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,602 | 37 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,205 | 37 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,506 | 37 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||