Wealthspire Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1646247
NEW YORK, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,116,022
+$647,707 QoQ
Shares Held
6,696
+148.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#676
of 1,495 holders
Holding Since
Mar 2020
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, 2026Wealthspire Advisors, LLC holds $245,222,710 across 3 Insurance Brokers names. MRSH ranks #3 (0.5% 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 | $1,116,022 | 6,696 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $468,315 | 2,700 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,250,219 | 6,739 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $345,623 | 1,715 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $507,026 | 2,319 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $863,378 | 3,538 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $719,007 | 3,385 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $705,633 | 3,163 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $534,385 | 2,536 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $580,245 | 2,817 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $573,525 | 3,027 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $535,313 | 2,813 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $225,696 | 1,200 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $418,498 | 2,529 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $242,811 | 1,564 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $298,622 | 1,718 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,596,980 | 10,546 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $781,834 | 6,419 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $512,928 | 4,384 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $360,960 | 3,147 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $328,874 | 3,063 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $638,161 | 7,381 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||