Pinnacle Wealth Planning Services, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1726752
MANSFIELD, OH
Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$480,009
-$158,113 QoQ
Shares Held
2,880
-21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#880
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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,692,519 across 9 Insurance Brokers names. MRSH ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
6,783 | $1,557,173 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,880 | $480,009 | |
| 3 | AON |
Aon plc
|
847 | $280,941 | |
| 4 | BRO |
Brown & Brown, Inc.
|
2,354 | $151,009 | |
| 5 | CRVL |
Corvel Corp
|
1,976 | $123,539 | |
| 6 | WTW |
Willis Towers Watson PLC
|
195 | $50,967 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
920 | $44,620 | |
| 8 | ERIE |
Erie Indemnity Co
|
16 | $3,836 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,009 | 2,880 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $638,122 | 3,679 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $692,731 | 3,734 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $733,569 | 3,640 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $831,925 | 3,805 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,080,320 | 4,427 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $949,260 | 4,469 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,308,645 | 5,866 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,260,527 | 5,982 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,252,976 | 6,083 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,157,851 | 6,111 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,175,292 | 6,176 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,186,408 | 6,308 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,050,263 | 6,306 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $988,080 | 5,971 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $707,335 | 4,738 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $738,058 | 4,754 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $780,523 | 4,580 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $624,360 | 3,592 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $526,976 | 3,480 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $478,874 | 3,404 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $402,183 | 3,302 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $344,097 | 2,941 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $341,805 | 2,980 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $322,324 | 3,002 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $207,590 | 2,401 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||