CWA Asset Management Group, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1667134
NAPLES, FL
Position in MRSH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$332,006
+$8,175 QoQ
Shares Held
1,992
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 402 holders
Holding Since
Mar 2023
13 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, 2026CWA Asset Management Group, LLC holds $23,604,465 across 5 Insurance Brokers names. MRSH ranks #3 (1.4% of the industry book) .
All Filings in MRSH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,006 | 1,992 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $323,831 | 1,867 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $465,840 | 2,511 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $622,324 | 3,088 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $789,727 | 3,612 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $838,243 | 3,435 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $685,022 | 3,225 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $720,134 | 3,228 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $664,079 | 3,224 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $647,040 | 3,415 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $504,675 | 2,652 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $432,395 | 2,299 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $348,755 | 2,094 | Shares | Sole | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||