Lido Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1650150 Los Angeles, CA

Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$10,256,369

-$27,306 QoQ

Shares Held

61,537

+3.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#311

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Derivatives in MRSH

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$2,716,721

PutShares

16,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $17,819,839 across 6 Insurance Brokers names. MRSH ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	61,537	$10,256,369
2	AON	Aon plc	9,752	$3,234,640
3	AJG	Arthur J. Gallagher & Co.	8,416	$1,932,060
4	BRO	Brown & Brown, Inc.	20,341	$1,304,874
5	ERIE	Erie Indemnity Co	3,442	$825,219
6	BWIN	Baldwin Insurance Group, Inc.	10,033	$266,677

All Filings in MRSH

Export CSV

44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,256,369	61,537	+3.8%	Shares	Defined	2026-08-07
2026-06-30	$2,716,721	16,300	+219.6%	Put	Sole	2026-08-07
2026-03-31	$10,283,675	59,289	-0.6%	Shares	Defined	2026-05-13
2026-03-31	$884,595	5,100	-69.1%	Put	Sole	2026-05-13
2025-12-31	$3,061,080	16,500	0.0%	Put	Sole	2026-02-10
2025-12-31	$11,063,484	59,635	-1.5%	Shares	Defined	2026-02-10
2025-09-30	$12,199,213	60,533	+2.4%	Shares	Sole	2025-11-14
2025-09-30	$3,325,245	16,500	+18.7%	Put	Sole	2025-11-14
2025-06-30	$3,039,096	13,900	+23.0%	Put	Sole	2025-08-13
2025-06-30	$830,832	3,800	-7.3%	Call	Sole	2025-08-13
2025-06-30	$12,924,464	59,113	-1.5%	Shares	Defined	2025-08-13
2025-03-31	$2,757,539	11,300	+24.2%	Put	Sole	2025-05-15
2025-03-31	$14,642,530	60,003	-5.4%	Shares	Defined	2025-05-15
2024-12-31	$13,471,678	63,423	+55.3%	Shares	Defined	2025-02-14
2024-12-31	$1,932,931	9,100	+122.0%	Put	Sole	2025-02-14
2024-12-31	$870,881	4,100	—	Call	Sole	2025-02-14
2024-09-30	$914,669	4,100	0.0%	Put	Sole	2024-11-14
2024-09-30	$9,109,655	40,834	+1.4%	Shares	Sole	2024-11-14
2024-06-30	$8,487,168	40,277	+15.9%	Shares	Defined	2024-08-15
2024-06-30	$863,952	4,100	+70.8%	Put	Sole	2024-08-15
2024-03-31	$494,352	2,400	-29.4%	Put	Sole	2024-05-15
2024-03-31	$7,155,743	34,740	+10.9%	Shares	Defined	2024-05-15
2023-12-31	$5,933,820	31,318	+34.4%	Shares	Defined	2024-02-14
2023-12-31	$644,198	3,400	+25.9%	Put	Sole	2024-02-14
2023-09-30	$4,435,892	23,310	-1.2%	Shares	Sole	2023-11-14
2023-09-30	$513,810	2,700	+58.8%	Put	Sole	2023-11-14
2023-06-30	$4,438,875	23,601	+10.3%	Shares	Sole	2023-08-09
2023-06-30	$319,736	1,700	0.0%	Put	Sole	2023-08-09
2023-03-31	$283,135	1,700	0.0%	Put	Sole	2023-05-15
2023-03-31	$3,562,170	21,388	-32.4%	Shares	Defined	2023-05-15
2022-12-31	$5,237,441	31,650	+199.7%	Shares	Sole	2023-02-14
2022-12-31	$281,316	1,700	0.0%	Put	Sole	2023-02-14
2022-09-30	$1,576,501	10,560	+60.6%	Shares	Defined	2022-11-14
2022-09-30	$253,793	1,700	—	Put	Sole	2022-11-14
2022-06-30	$1,020,768	6,575	+4.8%	Shares	Sole	2022-08-15
2022-03-31	$1,069,555	6,276	-54.8%	Shares	Sole	2022-05-17
2021-12-31	$2,412,795	13,881	-0.2%	Shares	Sole	2022-02-15
2021-09-30	$2,106,239	13,909	+0.1%	Shares	Sole	2022-02-15
2021-06-30	$1,954,185	13,891	+34.2%	Shares	Sole	2021-08-12
2021-03-31	$1,261,117	10,354	+8.8%	Shares	Sole	2021-05-13
2020-12-31	$1,113,489	9,517	+237.0%	Shares	Sole	2021-02-08
2020-09-30	$323,912	2,824	-16.5%	Shares	Sole	2020-11-12
2020-06-30	$363,340	3,384	-6.7%	Shares	Sole	2020-08-12
2020-03-31	$313,503	3,626	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.