Venturi Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1666363
AUSTIN, TX
Position in MRSH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,072,187
+$13,796 QoQ
Shares Held
6,433
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#683
of 1,500 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 74%
Shared 26%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,099,430 across 2 Insurance Brokers names. MRSH ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
6,433 | $1,072,187 | |
| 2 | AON |
Aon plc
|
3,097 | $1,027,243 |
All Filings in MRSH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,187 | 6,433 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,058,391 | 6,102 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $833,911 | 4,495 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $928,246 | 4,606 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,583,608 | 7,243 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,830,468 | 7,501 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,589,463 | 7,483 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,715,338 | 7,689 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,835,160 | 8,709 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,345,461 | 6,532 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $966,107 | 5,099 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,029,141 | 5,408 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,046,288 | 5,563 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $891,708 | 5,354 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $932,479 | 5,635 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $849,907 | 5,693 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $903,710 | 5,821 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,010,760 | 5,931 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,008,503 | 5,802 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $935,382 | 6,177 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $867,573 | 6,167 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $743,223 | 6,102 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $723,879 | 6,187 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $588,525 | 5,131 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||