IFP Advisors, Inc

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1641866 TAMPA, FL

Position in MRSH

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

Position Value

$1,308,026

+$2,815 QoQ

Shares Held

7,848

+4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#140

of 491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $2,398,711 across 13 Insurance Brokers names. MRSH ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	7,848	$1,308,026
2	AON	Aon plc	1,592	$528,050
3	AJG	Arthur J. Gallagher & Co.	1,440	$330,580
4	BWIN	Baldwin Insurance Group, Inc.	2,811	$74,716
5	CRVL	Corvel Corp	973	$60,831
6	BRO	Brown & Brown, Inc.	681	$43,686
7	WTW	Willis Towers Watson PLC	164	$42,864
8	GSHD	Goosehead Insurance, Inc.	70	$3,395

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,308,026	7,848	+4.3%	Shares	Sole	2026-07-20
2026-03-31	$1,305,211	7,525	-17.0%	Shares	Sole	2026-04-13
2025-12-31	$1,681,367	9,063	+23.6%	Shares	Sole	2026-02-06
2025-09-30	$1,477,617	7,332	+6.2%	Shares	Sole	2026-02-06
2025-06-30	$1,509,271	6,903	-7.7%	Shares	Sole	2025-07-24
2025-03-31	$1,825,100	7,479	+0.6%	Shares	Sole	2025-05-05
2024-12-31	$1,578,631	7,432	+150.7%	Shares	Sole	2025-02-04
2024-09-30	$661,238	2,964	-4.4%	Shares	Sole	2025-02-04
2024-06-30	$653,232	3,100	+37.2%	Shares	Sole	2024-07-30
2024-03-31	$465,514	2,260	0.0%	Shares	Sole	2024-07-30
2023-12-31	$428,202	2,260	+6.8%	Shares	Sole	2024-01-09
2023-09-30	$402,674	2,116	+14.1%	Shares	Sole	2023-10-12
2023-06-30	$348,700	1,854	-69.1%	Shares	Sole	2023-08-14
2023-03-31	$998,633	5,996	+15.2%	Shares	Sole	2023-04-18
2022-12-31	$861,157	5,204	+6.0%	Shares	Sole	2023-02-07
2022-09-30	$732,715	4,908	+13.7%	Shares	Sole	2022-11-08
2022-06-30	$670,059	4,316	0.0%	Shares	Sole	2022-09-06
2022-03-31	$735,532	4,316	+334.2%	Shares	Sole	2022-09-06
2021-12-31	$172,777	994	-7.1%	Shares	Sole	2022-01-12
2021-09-30	$162,030	1,070	+1.6%	Shares	Sole	2021-10-06
2021-06-30	$148,136	1,053	-47.3%	Shares	Sole	2021-07-13
2021-03-31	$243,234	1,997	-1.4%	Shares	Sole	2021-04-30
2020-12-31	$237,042	2,026	-2.1%	Shares	Sole	2021-01-25
2020-09-30	$237,314	2,069	-11.0%	Shares	Sole	2020-10-29
2020-06-30	$249,635	2,325	+33.6%	Shares	Sole	2020-08-05
2020-03-31	$150,440	1,740	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.