Sunbelt Securities, Inc.
Broker-DealerPosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1632932
HOUSTON, TX
Position in MRSH
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,336
-$3,270 QoQ
Shares Held
25
-39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Sunbelt Securities, Inc. holds $1,728,549 across 6 Insurance Brokers names. MRSH ranks #4 (0.3% of the industry book) .
All Filings in MRSH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,336 | 25 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,606 | 41 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $5,038 | 25 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $25,799 | 118 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,771 | 122 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,064 | 118 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $26,324 | 118 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $27,815 | 132 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $27,189 | 132 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $25,010 | 132 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $25,119 | 132 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $24,826 | 132 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $21,984 | 132 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||