Cornerstone Advisory, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1668189
HUNT VALLEY, MD
Position in MRSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$301,672
-$9,323 QoQ
Shares Held
1,810
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,027
of 1,495 holders
Holding Since
Dec 2021
12 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, 2026Cornerstone Advisory, LLC holds $514,616 across 2 Insurance Brokers names. MRSH ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,810 | $301,672 | |
| 2 | AON |
Aon plc
|
642 | $212,944 |
All Filings in MRSH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,672 | 1,810 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $310,995 | 1,793 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $367,144 | 1,979 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $444,978 | 2,208 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $450,835 | 2,062 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $490,256 | 2,009 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $362,583 | 1,707 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $359,844 | 1,613 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $339,680 | 1,612 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $319,474 | 1,551 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $283,826 | 1,498 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $64,139 | 369 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||