FAS Wealth Partners, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1596957
LEAWOOD, KS
Position in MRSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$275,672
-$156,912 QoQ
Shares Held
1,654
-33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,066
of 1,502 holders
Holding Since
Mar 2024
10 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, 2026FAS Wealth Partners, Inc. holds $357,739 across 2 Insurance Brokers names. MRSH ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,654 | $275,672 | |
| 2 | SLQT |
SelectQuote, Inc.
|
97,583 | $82,067 |
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,672 | 1,654 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $432,584 | 2,494 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $353,972 | 1,908 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $279,925 | 1,389 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $303,035 | 1,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $245,494 | 1,006 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $213,259 | 1,004 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $223,536 | 1,002 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $210,720 | 1,000 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $205,568 | 998 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||