Kohmann Bosshard Financial Services, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1696615
FAIRLAWN, OH
Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$540,677
-$21,994 QoQ
Shares Held
3,244
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#846
of 1,500 holders
Holding Since
Jun 2021
21 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, 2026Kohmann Bosshard Financial Services, LLC holds $825,598 across 2 Insurance Brokers names. MRSH ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
3,244 | $540,677 | |
| 2 | AON |
Aon plc
|
859 | $284,921 |
All Filings in MRSH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,677 | 3,244 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $562,671 | 3,244 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $601,826 | 3,244 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $653,763 | 3,244 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $709,268 | 3,244 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $791,633 | 3,244 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $689,058 | 3,244 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $723,703 | 3,244 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $683,575 | 3,244 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $668,199 | 3,244 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $614,640 | 3,244 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $617,333 | 3,244 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $610,131 | 3,244 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $540,288 | 3,244 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $536,817 | 3,244 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $484,296 | 3,244 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $503,631 | 3,244 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $552,842 | 3,244 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $563,872 | 3,244 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $491,238 | 3,244 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $456,365 | 3,244 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||