Capital Planning Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1631941
Roseville, CA
Position in MRSH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$410,382
-$3,215,791 QoQ
Shares Held
2,366
-87.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Capital Planning Advisors, LLC holds $719,605 across 2 Insurance Brokers names. MRSH ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,366 | $410,382 | |
| 2 | AON |
Aon plc
|
958 | $309,223 |
All Filings in MRSH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,382 | 2,366 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,626,173 | 19,546 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,451,596 | 22,089 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,056,328 | 27,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,856,998 | 28,099 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,027,770 | 28,378 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,765,984 | 25,846 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,355,448 | 25,415 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,031,679 | 24,428 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,391,914 | 23,180 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,476,046 | 23,521 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,433,986 | 23,575 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,933,411 | 23,617 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,162,152 | 25,152 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,036,857 | 20,342 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,889,668 | 18,613 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,181,059 | 18,666 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,274,247 | 18,837 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,766,474 | 18,269 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,555,452 | 18,165 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,193,009 | 18,005 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,888,029 | 16,137 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,214,168 | 19,304 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,077,609 | 19,350 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,027,404 | 11,883 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||