Measured Wealth Private Client Group, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1720235
PORTSMOUTH, NH
Position in MRSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,333
-$217 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,424
of 1,500 holders
Holding Since
Sep 2025
4 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, 2026Measured Wealth Private Client Group, LLC holds $165,760 across 3 Insurance Brokers names. MRSH ranks #3 (3.2% of the industry book) .
All Filings in MRSH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,333 | 32 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,550 | 32 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,936 | 32 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,448 | 32 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||