Independent Advisor Alliance
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1696899
CHARLOTTE, NC
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$731,347
-$10,845 QoQ
Shares Held
4,388
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#771
of 1,495 holders
Holding Since
Jun 2021
20 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, 2026Independent Advisor Alliance holds $3,367,118 across 6 Insurance Brokers names. MRSH ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,842 | $882,007 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
4,388 | $731,347 | |
| 3 | BRO |
Brown & Brown, Inc.
|
9,679 | $620,907 | |
| 4 | AON |
Aon plc
|
1,352 | $448,444 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,867 | $447,613 | |
| 6 | WTW |
Willis Towers Watson PLC
|
906 | $236,800 |
All Filings in MRSH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,347 | 4,388 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $742,192 | 4,279 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $706,830 | 3,810 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $962,507 | 4,776 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,073,303 | 4,909 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,191,110 | 4,881 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $984,519 | 4,635 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $471,165 | 2,112 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $446,093 | 2,117 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $358,611 | 1,741 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $318,688 | 1,682 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $341,207 | 1,793 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $337,039 | 1,792 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $269,811 | 1,620 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $250,210 | 1,676 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $258,957 | 1,668 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $303,006 | 1,778 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $311,311 | 1,791 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $270,756 | 1,788 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $227,760 | 1,619 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||