Stratos Wealth Partners, LTD.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1612865
BEACHWOOD, OH
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$459,009
-$22,488 QoQ
Shares Held
2,754
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#892
of 1,495 holders
Holding Since
Jun 2021
21 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, 2026Stratos Wealth Partners, LTD. holds $5,295,759 across 4 Insurance Brokers names. MRSH ranks #4 (8.7% of the industry book) .
All Filings in MRSH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,009 | 2,754 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $481,497 | 2,776 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $550,066 | 2,965 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $403,866 | 2,004 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $421,537 | 1,928 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $489,768 | 2,007 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $649,337 | 3,057 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $676,185 | 3,031 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $674,514 | 3,201 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $620,617 | 3,013 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $722,638 | 3,814 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $750,352 | 3,943 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $581,731 | 3,093 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $342,260 | 2,055 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $471,121 | 2,847 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $434,583 | 2,911 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $428,955 | 2,763 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $417,699 | 2,451 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $367,281 | 2,113 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $251,828 | 1,663 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $218,194 | 1,551 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||