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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, 2026

Stratos Wealth Partners, LTD. holds $5,295,759 across 4 Insurance Brokers names. MRSH ranks #4 (8.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MRSH
Marsh & Mclennan Companies, Inc.
This page
2,754 $459,009

All Filings in MRSH

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $459,009 2,754
2026-03-31 $481,497 2,776
2025-12-31 $550,066 2,965
2025-09-30 $403,866 2,004
2025-06-30 $421,537 1,928
2025-03-31 $489,768 2,007
2024-12-31 $649,337 3,057
2024-09-30 $676,185 3,031
2024-06-30 $674,514 3,201
2024-03-31 $620,617 3,013
2023-12-31 $722,638 3,814
2023-09-30 $750,352 3,943
2023-06-30 $581,731 3,093
2023-03-31 $342,260 2,055
2022-12-31 $471,121 2,847
2022-09-30 $434,583 2,911
2022-06-30 $428,955 2,763
2022-03-31 $417,699 2,451
2021-12-31 $367,281 2,113
2021-09-30 $251,828 1,663
2021-06-30 $218,194 1,551