WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1632972
PLYMOUTH, MN
Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,024,153
-$3,031,410 QoQ
Shares Held
96,143
-12.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#43
of 534 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. MRSH ranks #1 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
96,143 | $16,024,153 | |
| 2 | AON |
Aon plc
|
46,437 | $15,402,688 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
49,438 | $11,349,481 | |
| 4 | BRO |
Brown & Brown, Inc.
|
41,422 | $2,657,221 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
94,048 | $2,499,795 | |
| 6 | CRVL |
Corvel Corp
|
22,199 | $1,387,881 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,132 | $1,079,980 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,214 | $530,806 |
All Filings in MRSH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,024,153 | 96,143 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $19,055,563 | 109,862 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,035,977 | 86,438 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $38,572,438 | 191,398 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $30,834,580 | 141,029 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $25,269,550 | 103,551 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,903,642 | 51,333 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $10,851,766 | 48,643 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $13,058,739 | 61,972 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,171,737 | 54,237 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,671,284 | 45,766 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $11,309,719 | 59,431 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,019,855 | 26,690 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $519,302 | 3,118 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,687,543 | 40,413 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||