NorthRock Partners, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1632097
MINNEAPOLIS, MN
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$893,017
-$76,048 QoQ
Shares Held
5,358
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#724
of 1,495 holders
Holding Since
Sep 2020
22 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, 2026NorthRock Partners, LLC holds $2,123,918 across 2 Insurance Brokers names. MRSH ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,711 | $1,230,901 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
5,358 | $893,017 |
All Filings in MRSH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,017 | 5,358 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $969,065 | 5,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $457,863 | 2,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,513,490 | 7,510 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,288,234 | 5,279 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $649,414 | 2,911 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $776,924 | 3,687 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $785,401 | 3,813 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $620,135 | 3,273 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $537,026 | 2,822 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $471,516 | 2,507 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $517,304 | 3,106 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $512,988 | 3,100 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $442,943 | 2,967 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $378,344 | 2,437 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $513,305 | 3,012 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $445,500 | 2,563 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $444,749 | 2,937 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $359,578 | 2,556 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $329,225 | 2,703 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $330,642 | 2,826 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $420,031 | 3,662 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||