Connecticut Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1689829
FARMINGTON, CT
Position in MRSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$490,843
-$109,987 QoQ
Shares Held
2,945
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#874
of 1,500 holders
Holding Since
Sep 2023
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, 2026Connecticut Wealth Management, LLC holds $2,352,044 across 4 Insurance Brokers names. MRSH ranks #3 (20.9% of the industry book) .
All Filings in MRSH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,843 | 2,945 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $600,830 | 3,464 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $768,980 | 4,145 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $883,709 | 4,385 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $994,593 | 4,549 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,135,715 | 4,654 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,031,887 | 4,858 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,031,345 | 4,623 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $962,568 | 4,568 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $902,604 | 4,382 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $815,099 | 4,302 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $525,037 | 2,759 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||