Intellectus Partners, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1677253
SAN FRANCISCO, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$265,171
-$10,267 QoQ
Shares Held
1,591
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,078
of 1,495 holders
Holding Since
Dec 2025
3 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, 2026Intellectus Partners, LLC holds $633,015 across 2 Insurance Brokers names. MRSH ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,109 | $367,844 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,591 | $265,171 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,171 | 1,591 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $275,438 | 1,588 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $243,587 | 1,313 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||