GeoWealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1593387
CHICAGO, IL
Position in MRSH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$489,843
+$136,699 QoQ
Shares Held
2,939
+44.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#873
of 1,495 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 10%
Shared 4%
None 87%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $2,605,629 across 3 Insurance Brokers names. MRSH ranks #3 (18.8% of the industry book) .
All Filings in MRSH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,843 | 2,939 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $353,144 | 2,036 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $297,945 | 1,606 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $343,608 | 1,705 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $345,451 | 1,580 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $309,430 | 1,268 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $510,846 | 2,405 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $590,296 | 2,646 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $671,353 | 3,186 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $492,704 | 2,392 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $290,457 | 1,533 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $58,993 | 310 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||