AlphaCore Capital LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1713662 LA JOLLA, CA

Position in MRSH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$958,185

+$61,449 QoQ

Shares Held

5,749

+11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#711

of 1,500 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AlphaCore Capital LLC holds $3,156,741 across 5 Insurance Brokers names. MRSH ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,301	$1,094,908
2	MRSH	Marsh & Mclennan Companies, Inc. This page	5,749	$958,185
3	AJG	Arthur J. Gallagher & Co.	2,057	$472,225
4	WTW	Willis Towers Watson PLC	1,290	$337,167
5	BRO	Brown & Brown, Inc.	4,587	$294,256

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$958,185	5,749	+11.2%	Shares	Sole	2026-08-06
2026-03-31	$896,736	5,170	+50.2%	Shares	Sole	2026-05-15
2025-12-31	$638,745	3,443	-23.4%	Shares	Sole	2026-02-05
2025-09-30	$905,675	4,494	-12.1%	Shares	Sole	2025-11-12
2025-06-30	$1,117,469	5,111	+1.5%	Shares	Sole	2025-08-12
2025-03-31	$1,229,179	5,037	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.