PERSONAL CFO SOLUTIONS, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1677501
CHESTER, NJ
Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$532,510
+$115,537 QoQ
Shares Held
3,195
+32.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#847
of 1,495 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,346,850 across 3 Insurance Brokers names. MRSH ranks #2 (22.7% of the industry book) .
All Filings in MRSH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,510 | 3,195 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $416,973 | 2,404 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $492,184 | 2,653 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $560,051 | 2,779 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $749,060 | 3,426 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $897,542 | 3,678 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $777,633 | 3,661 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $868,489 | 3,893 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $839,929 | 3,986 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,091,694 | 5,300 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $922,718 | 4,870 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $800,211 | 4,205 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $245,820 | 1,307 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $573,431 | 3,443 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $555,350 | 3,356 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $486,834 | 3,261 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $502,854 | 3,239 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $554,035 | 3,251 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $552,052 | 3,176 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $473,975 | 3,130 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $441,453 | 3,138 | Shares | Defined | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||