Belpointe Asset Management LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1721242 RENO, NV

Position in MRSH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$984,853

-$23,064 QoQ

Shares Held

5,909

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#702

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $3,256,449 across 5 Insurance Brokers names. MRSH ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,386	$1,236,464
2	MRSH	Marsh & Mclennan Companies, Inc. This page	5,909	$984,853
3	AON	Aon plc	2,051	$680,296
4	BRO	Brown & Brown, Inc.	3,608	$231,453
5	CRD-A	Crawford & Co	10,948	$123,383

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$984,853	5,909	+1.7%	Shares	Sole	2026-07-31
2026-03-31	$1,007,917	5,811	-7.5%	Shares	Sole	2026-04-28
2025-12-31	$1,164,880	6,279	-27.6%	Shares	Sole	2026-01-27
2025-09-30	$1,748,071	8,674	+85.1%	Shares	Sole	2025-11-03
2025-06-30	$1,024,765	4,687	-0.1%	Shares	Sole	2025-07-22
2025-03-31	$1,144,500	4,690	-54.8%	Shares	Other	2025-05-20
2024-12-31	$2,203,541	10,374	+20.3%	Shares	Other	2025-02-13
2024-09-30	$1,924,151	8,625	-13.5%	Shares	Other	2024-11-13
2024-06-30	$2,101,932	9,975	+10.5%	Shares	Other	2024-08-02
2024-03-31	$1,860,205	9,031	-5.6%	Shares	Other	2024-05-08
2023-12-31	$1,811,712	9,562	+0.8%	Shares	Other	2024-02-13
2023-09-30	$1,804,424	9,482	+59.7%	Shares	Other	2023-11-15
2023-06-30	$1,117,007	5,939	-43.6%	Shares	Sole	2023-08-15
2023-03-31	$1,754,937	10,537	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$1,767,822	10,683	-0.8%	Shares	Sole	2023-02-08
2022-09-30	$1,608,450	10,774	+24.5%	Shares	Sole	2022-11-14
2022-06-30	$1,343,223	8,652	-1.9%	Shares	Sole	2022-08-02
2022-03-31	$1,502,933	8,819	+29.0%	Shares	Sole	2022-04-28
2021-12-31	$1,187,885	6,834	-30.9%	Shares	Sole	2022-02-15
2021-09-30	$1,498,096	9,893	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$1,398,499	9,941	+23.1%	Shares	Sole	2021-08-09
2021-03-31	$983,778	8,077	-2.3%	Shares	Sole	2021-05-14
2020-12-31	$966,888	8,264	+2.5%	Shares	Sole	2021-02-16
2020-09-30	$925,170	8,066	0.0%	Shares	Sole	2020-11-13
2020-06-30	$866,046	8,066	+1.0%	Shares	Sole	2020-07-20
2020-03-31	$690,728	7,989	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.