Position in MRSH
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$701,778
-$67,202 QoQ
Shares Held
4,046
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026GM Advisory Group, LLC holds $12,241,808 across 2 Insurance Brokers names. MRSH ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
35,752 | $11,540,030 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
4,046 | $701,778 |
All Filings in MRSH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $701,778 | 4,046 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $768,980 | 4,145 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $841,992 | 4,178 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $921,348 | 4,214 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $996,130 | 4,082 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $864,508 | 4,070 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $936,085 | 4,196 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $850,465 | 4,036 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $835,866 | 4,058 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $759,964 | 4,011 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $761,009 | 3,999 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $749,686 | 3,986 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||