EverSource Wealth Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,165,684
-$362,229 QoQ
Shares Held
6,994
-20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#150
of 491 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,929,261 across 14 Insurance Brokers names. MRSH ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
6,994 | $1,165,684 | |
| 2 | AON |
Aon plc
|
2,522 | $836,516 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,904 | $437,094 | |
| 4 | WTW |
Willis Towers Watson PLC
|
854 | $223,205 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,990 | $127,654 | |
| 6 | ERIE |
Erie Indemnity Co
|
196 | $46,987 | |
| 7 | CRVL |
Corvel Corp
|
539 | $33,695 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
694 | $18,444 |
All Filings in MRSH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,684 | 6,994 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,527,913 | 8,809 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,162,092 | 6,264 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,213,207 | 6,020 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,286,257 | 5,883 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,399,508 | 5,735 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,070,967 | 5,042 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,050,080 | 4,707 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $981,319 | 4,657 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $931,850 | 4,524 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $798,043 | 4,212 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $779,847 | 4,098 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $785,232 | 4,175 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $752,804 | 4,520 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $770,142 | 4,654 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $933,807 | 6,255 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,111,899 | 7,162 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $985,366 | 5,782 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $510,160 | 2,935 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||