Steward Partners Investment Advisory, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1723397
STAMFORD, CT
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,546,404
-$1,841,126 QoQ
Shares Held
21,278
-31.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#454
of 1,495 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $13,323,369 across 7 Insurance Brokers names. MRSH ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
17,813 | $4,089,330 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
21,278 | $3,546,404 | |
| 3 | AON |
Aon plc
|
9,449 | $3,134,138 | |
| 4 | BRO |
Brown & Brown, Inc.
|
25,976 | $1,666,360 | |
| 5 | CRVL |
Corvel Corp
|
7,438 | $465,023 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,604 | $419,237 | |
| 7 | ERIE |
Erie Indemnity Co
|
12 | $2,877 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,546,404 | 21,278 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,387,530 | 31,061 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,052,266 | 27,233 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,068,648 | 44,999 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,214,582 | 42,145 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,562,071 | 39,184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,163,978 | 38,435 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,306,756 | 37,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,135,400 | 33,862 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,908,157 | 33,538 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,819,381 | 30,714 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,513,942 | 28,975 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,576,341 | 19,015 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,972,084 | 17,845 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,625,340 | 15,865 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $774,665 | 5,189 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $795,656 | 5,125 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $879,878 | 5,163 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $846,329 | 4,869 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $743,521 | 4,910 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $733,646 | 5,215 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,397,046 | 11,470 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $353,106 | 3,018 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $331,368 | 2,889 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $308,259 | 2,871 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $227,130 | 2,627 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||