Tradewinds Capital Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1616026
BELLINGHAM, WA
Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,166
-$3,864 QoQ
Shares Held
7
-75.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,477
of 1,500 holders
Holding Since
Mar 2021
16 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, 2026Tradewinds Capital Management, LLC holds $1,497 across 2 Insurance Brokers names. MRSH ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
7 | $1,166 | |
| 2 | AON |
Aon plc
|
1 | $331 |
All Filings in MRSH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166 | 7 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,030 | 29 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,380 | 29 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,844 | 29 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,530 | 7 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,708 | 7 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $33,348 | 157 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $35,025 | 157 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $33,083 | 157 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $30,897 | 150 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $37,894 | 200 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $38,060 | 200 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $37,616 | 200 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $33,310 | 200 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $5,791 | 35 | Shares | Sole | 2023-01-23 | |
| 2021-03-31 | $6,455 | 53 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||