River Wealth Advisors LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1642570
CAMP HILL, PA
Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,430,028
-$208,380 QoQ
Shares Held
8,580
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#623
of 1,500 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026River Wealth Advisors LLC holds $1,662,542 across 2 Insurance Brokers names. MRSH ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
8,580 | $1,430,028 | |
| 2 | AON |
Aon plc
|
701 | $232,514 |
All Filings in MRSH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,430,028 | 8,580 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,638,408 | 9,446 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,848,335 | 9,963 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,502,599 | 12,418 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,752,896 | 12,591 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,146,766 | 12,895 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,870,083 | 13,512 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,097,604 | 13,885 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,969,887 | 14,094 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,026,670 | 14,694 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,868,007 | 15,137 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,983,904 | 15,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,997,807 | 15,939 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,684,619 | 16,119 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,767,487 | 16,724 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,524,643 | 16,911 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,738,144 | 17,637 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,100,791 | 18,195 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,836,568 | 16,319 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,348,679 | 15,510 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,043,658 | 14,527 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,681,083 | 13,802 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,301,859 | 11,127 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $860,135 | 7,499 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $500,881 | 4,665 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||