BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in MRSH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$23,667
-$9,982 QoQ
Shares Held
142
-26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,338
of 1,495 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $241,596 across 3 Insurance Brokers names. MRSH ranks #3 (9.8% of the industry book) .
All Filings in MRSH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,667 | 142 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $33,649 | 194 | Shares | Sole | 2026-04-14 | |
| 2025-03-31 | $327,732 | 1,343 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $249,794 | 1,176 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||