Joel Isaacson & Co., LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1599330
NEW YORK, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$360,507
-$2,697 QoQ
Shares Held
2,163
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#973
of 1,500 holders
Holding Since
Sep 2021
20 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, 2026Joel Isaacson & Co., LLC holds $1,202,336 across 2 Insurance Brokers names. MRSH ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,538 | $841,829 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,163 | $360,507 |
All Filings in MRSH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,507 | 2,163 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $363,204 | 2,094 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $387,180 | 2,087 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $383,310 | 1,902 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $415,853 | 1,902 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $347,498 | 1,424 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $302,471 | 1,424 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $325,488 | 1,459 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $334,834 | 1,589 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $301,554 | 1,464 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $252,752 | 1,334 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $258,998 | 1,361 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $257,669 | 1,370 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $228,173 | 1,370 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $233,823 | 1,413 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $210,946 | 1,413 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $221,541 | 1,427 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $238,758 | 1,401 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $243,521 | 1,401 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $212,153 | 1,401 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||