Sowell Financial Services LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in MRSH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$412,341

-$278,683 QoQ

Shares Held

2,474

-37.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#932

of 1,495 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $1,032,429 across 3 Insurance Brokers names. MRSH ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	2,474	$412,341
2	AON	Aon plc	1,095	$363,200
3	AJG	Arthur J. Gallagher & Co.	1,119	$256,888

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,341	2,474	-37.9%	Shares	Sole	2026-07-20
2026-03-31	$691,024	3,984	+4.7%	Shares	Sole	2026-04-20
2025-12-31	$705,903	3,805	-14.9%	Shares	Sole	2026-01-21
2025-09-30	$901,443	4,473	-4.2%	Shares	Sole	2025-10-17
2025-06-30	$1,020,611	4,668	+16.6%	Shares	Sole	2025-07-14
2025-03-31	$977,096	4,004	-66.8%	Shares	Sole	2025-04-17
2023-06-30	$2,270,125	12,070	+148.4%	Shares	Sole	2023-08-14
2023-03-31	$809,266	4,859	-67.3%	Shares	Sole	2023-05-12
2022-12-31	$2,455,392	14,838	-2.8%	Shares	Sole	2023-02-09
2022-09-30	$2,278,463	15,262	+8.1%	Shares	Sole	2022-11-15
2022-06-30	$2,191,819	14,118	+38.2%	Shares	Sole	2022-08-15
2021-06-30	$1,437,327	10,217	+0.3%	Shares	Sole	2021-08-05
2021-03-31	$1,241,020	10,189	+4.1%	Shares	Sole	2021-05-07
2020-12-31	$1,144,845	9,785	+9.9%	Shares	Sole	2021-01-13
2020-09-30	$1,020,830	8,900	-27.1%	Shares	Sole	2020-11-12
2020-06-30	$1,310,128	12,202	-46.4%	Shares	Sole	2020-08-13
2020-03-31	$1,969,212	22,776	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.