Dakota Wealth Management
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$413,174
-$2,406,949 QoQ
Shares Held
2,479
-84.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#933
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, 2026Dakota Wealth Management holds $5,317,742 across 3 Insurance Brokers names. MRSH ranks #2 (7.8% of the industry book) .
All Filings in MRSH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,174 | 2,479 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,820,123 | 16,259 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 | $3,219,514 | 17,354 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 | $560,051 | 2,779 | Shares | Defined | 2026-08-26 | |
| 2025-06-30 | $670,350 | 3,066 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $739,654 | 3,031 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $762,551 | 3,590 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $843,949 | 3,783 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $806,636 | 3,828 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $809,501 | 3,930 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $755,606 | 3,988 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $663,004 | 3,484 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $760,030 | 4,041 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $656,039 | 3,939 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $571,567 | 3,454 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $572,825 | 3,837 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $550,050 | 3,543 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $590,163 | 3,463 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $262,120 | 1,508 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $225,781 | 1,491 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||