Proficio Capital Partners LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1654175 NEWTON, MA

Position in MRSH

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$695,180

+$475,072 QoQ

Shares Held

4,171

+228.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#781

of 1,495 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $2,035,388 across 4 Insurance Brokers names. MRSH ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	4,171	$695,180
2	AON	Aon plc	1,680	$557,239
3	WTW	Willis Towers Watson PLC	1,712	$447,465
4	BRO	Brown & Brown, Inc.	5,230	$335,504

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$695,180	4,171	+228.7%	Shares	Sole	2026-08-17
2026-03-31	$220,108	1,269	-2.9%	Shares	Sole	2026-05-14
2025-12-31	$242,474	1,307	-2.8%	Shares	Sole	2026-02-12
2025-09-30	$270,856	1,344	-59.1%	Shares	Sole	2025-11-17
2025-06-30	$718,013	3,284	+0.7%	Shares	Sole	2025-08-07
2025-03-31	$796,025	3,262	+0.6%	Shares	Sole	2025-05-06
2024-12-31	$689,058	3,244	+40.1%	Shares	Sole	2025-02-06
2024-09-30	$516,676	2,316	-22.7%	Shares	Sole	2024-11-01
2024-06-30	$631,106	2,995	+2.5%	Shares	Sole	2024-07-25
2024-03-31	$602,079	2,923	+1.3%	Shares	Sole	2024-05-02
2023-12-31	$546,810	2,886	+0.8%	Shares	Sole	2024-02-13
2023-09-30	$544,828	2,863	+3.5%	Shares	Sole	2023-10-18
2023-06-30	$520,417	2,767	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$456,513	2,741	-3.7%	Shares	Sole	2023-04-21
2022-12-31	$470,956	2,846	+1.0%	Shares	Sole	2023-01-30
2022-09-30	$420,549	2,817	+3.9%	Shares	Sole	2022-10-11
2022-06-30	$420,727	2,710	+12.1%	Shares	Sole	2022-08-15
2022-03-31	$411,905	2,417	+13.0%	Shares	Sole	2022-05-13
2021-12-31	$371,800	2,139	+1.7%	Shares	Sole	2022-02-11
2021-09-30	$318,608	2,104	-5.0%	Shares	Sole	2021-11-15
2021-06-30	$311,606	2,215	+0.0%	Shares	Sole	2021-08-16
2021-03-31	$269,665	2,214	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.