Merit Financial Group, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1621225
ALPHARETTA, GA
Position in MRSH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,325,229
-$1,573,689 QoQ
Shares Held
19,951
-29.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#70
of 402 holders
Holding Since
Jun 2022
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, 2026Merit Financial Group, LLC holds $12,703,947 across 8 Insurance Brokers names. MRSH ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
14,058 | $4,662,893 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
19,951 | $3,325,229 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,034 | $2,073,928 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,311 | $865,393 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,301 | $791,412 | |
| 6 | BRO |
Brown & Brown, Inc.
|
11,099 | $711,997 | |
| 7 | CRVL |
Corvel Corp
|
4,124 | $257,831 | |
| 8 | SLQT |
SelectQuote, Inc.
|
18,151 | $15,264 |
All Filings in MRSH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,325,229 | 19,951 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,898,918 | 28,244 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $4,406,838 | 23,754 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,541,676 | 22,536 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,621,612 | 21,138 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,944,535 | 20,262 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,692,747 | 17,385 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,985,054 | 8,898 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,511,782 | 11,920 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,804,829 | 13,617 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,351,110 | 7,131 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,729,636 | 9,089 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,103,841 | 5,869 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $730,821 | 4,388 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $523,909 | 3,166 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $487,329 | 3,139 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||