Wealthcare Advisory Partners LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1683059
WEST CHESTER, PA
Position in MRSH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,693,533
-$76,871 QoQ
Shares Held
10,161
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#122
of 491 holders
Holding Since
Mar 2020
26 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, 2026Wealthcare Advisory Partners LLC holds $2,341,738 across 2 Insurance Brokers names. MRSH ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
10,161 | $1,693,533 | |
| 2 | CRD-A |
Crawford & Co
|
57,516 | $648,205 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,693,533 | 10,161 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,770,404 | 10,207 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,858,539 | 10,018 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,014,493 | 9,996 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,171,095 | 9,930 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,501,307 | 10,250 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,186,973 | 10,296 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,294,703 | 10,286 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,109,307 | 10,010 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,821,069 | 8,841 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,656,915 | 8,745 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,705,658 | 8,963 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,705,321 | 9,067 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,658,338 | 9,957 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,634,115 | 9,875 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,390,785 | 9,316 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,330,647 | 8,571 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,319,732 | 7,744 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,350,059 | 7,767 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,105,287 | 7,299 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,008,394 | 7,168 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $866,728 | 7,116 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $969,930 | 8,290 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $929,070 | 8,100 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $978,784 | 9,116 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $983,050 | 11,370 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||