MV CAPITAL MANAGEMENT, INC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1633366
BETHESDA, MD
Position in MRSH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$162,169
-$16,311 QoQ
Shares Held
973
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,203
of 1,493 holders
Holding Since
Mar 2021
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, 2026MV CAPITAL MANAGEMENT, INC. holds $3,484,611 across 6 Insurance Brokers names. MRSH ranks #2 (4.7% of the industry book) .
All Filings in MRSH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,169 | 973 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $178,480 | 1,029 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $189,786 | 1,023 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $205,560 | 1,020 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $227,166 | 1,039 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $255,255 | 1,046 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $94,734 | 446 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $99,944 | 448 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $87,027 | 413 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $81,980 | 398 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $74,082 | 391 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $72,314 | 380 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $70,718 | 376 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $61,623 | 370 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $53,781 | 325 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $42,249 | 283 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $34,155 | 220 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $27,096 | 159 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $27,811 | 160 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $20,897 | 138 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,254 | 80 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,461 | 12 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||