Stone House Investment Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1696497
TUNKHANNOCK, PA
Position in MRSH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$41,500
+$8,545 QoQ
Shares Held
249
+31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,303
of 1,495 holders
Holding Since
Mar 2024
9 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, 2026Stone House Investment Management, LLC holds $159,236 across 5 Insurance Brokers names. MRSH ranks #2 (26.1% of the industry book) .
All Filings in MRSH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,500 | 249 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $32,955 | 190 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $35,248 | 190 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $40,306 | 200 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $45,039 | 206 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $64,179 | 263 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $47,741 | 214 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $45,094 | 214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,963 | 228 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||