Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$168,836
-$8,083 QoQ
Shares Held
1,013
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,183
of 1,470 holders
Holding Since
Sep 2020
24 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, 2026Bogart Wealth, LLC holds $235,168 across 9 Insurance Brokers names. MRSH ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,013 | $168,836 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
163 | $37,419 | |
| 3 | BRO |
Brown & Brown, Inc.
|
191 | $12,252 | |
| 4 | AON |
Aon plc
|
27 | $8,955 | |
| 5 | WTW |
Willis Towers Watson PLC
|
15 | $3,920 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
44 | $2,134 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
20 | $531 |
All Filings in MRSH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,836 | 1,013 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $176,919 | 1,020 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $181,067 | 976 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $195,484 | 970 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $208,582 | 954 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $211,574 | 867 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $131,056 | 617 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $129,615 | 581 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $122,428 | 581 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $121,528 | 590 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $118,608 | 626 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $119,127 | 626 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $117,738 | 626 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $104,260 | 626 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $103,590 | 626 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $99,427 | 666 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $97,186 | 626 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $106,682 | 626 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $108,811 | 626 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $94,795 | 626 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $73,857 | 525 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $63,945 | 525 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $122,733 | 1,049 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $179,505 | 1,565 | Shares | Sole | 2020-10-06 | |
| No filing history on record for this holder in this stock. | ||||||