Heritage Wealth Advisors

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1591122 RICHMOND, VA

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,833

-$51,159 QoQ

Shares Held

101

-74.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,363

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $737,241 across 4 Insurance Brokers names. MRSH ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,498	$343,895
2	AON	Aon plc	816	$270,659
3	WTW	Willis Towers Watson PLC	405	$105,854
4	MRSH	Marsh & Mclennan Companies, Inc. This page	101	$16,833

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,833	101	-74.2%	Shares	Sole	2026-08-14
2026-03-31	$67,992	392	+29.4%	Shares	Sole	2026-05-14
2025-12-31	$56,212	303	-6.5%	Shares	Sole	2026-02-13
2025-09-30	$65,295	324	-3.9%	Shares	Sole	2025-11-13
2025-06-30	$73,681	337	0.0%	Shares	Sole	2025-08-11
2025-03-31	$82,238	337	-14.5%	Shares	Sole	2025-05-08
2024-12-31	$83,689	394	+1.5%	Shares	Sole	2025-02-12
2024-09-30	$86,558	388	+13.8%	Shares	Sole	2024-11-12
2024-06-30	$71,855	341	0.0%	Shares	Sole	2024-12-12
2024-03-31	$70,239	341	0.0%	Shares	Sole	2024-12-12
2023-12-31	$64,609	341	-97.4%	Shares	Sole	2024-12-12
2023-09-30	$2,464,765	12,952	0.0%	Shares	Sole	2024-12-12
2023-06-30	$2,436,012	12,952	-1.2%	Shares	Sole	2024-12-12
2023-03-31	$2,183,470	13,110	-1.1%	Shares	Sole	2023-05-04
2022-12-31	$2,192,775	13,251	+2.6%	Shares	Sole	2024-12-12
2022-09-30	$1,927,931	12,914	0.0%	Shares	Sole	2024-12-12
2022-06-30	$2,004,898	12,914	0.0%	Shares	Sole	2022-08-04
2022-03-31	$2,200,803	12,914	0.0%	Shares	Sole	2022-05-11
2021-12-31	$2,244,711	12,914	0.0%	Shares	Sole	2022-03-28
2021-09-30	$1,955,567	12,914	-12.2%	Shares	Sole	2021-11-02
2021-06-30	$2,069,121	14,708	-9.4%	Shares	Sole	2021-08-09
2021-03-31	$1,977,788	16,238	0.0%	Shares	Sole	2021-04-27
2020-12-31	$1,899,846	16,238	+17.3%	Shares	Sole	2021-02-01
2020-09-30	$1,587,562	13,841	0.0%	Shares	Sole	2020-11-03
2020-06-30	$1,486,108	13,841	0.0%	Shares	Sole	2020-07-17
2020-03-31	$1,196,692	13,841	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.