Quadrant Private Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1727454 Center Valley, PA

Position in MRSH

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$805,675

-$51,983 QoQ

Shares Held

4,645

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Quadrant Private Wealth Management, LLC holds $2,181,334 across 2 Insurance Brokers names. MRSH ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BWIN	Baldwin Insurance Group, Inc.	62,701	$1,375,659
2	MRSH	Marsh & Mclennan Companies, Inc. This page	4,645	$805,675

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$805,675	4,645	+0.5%	Shares	Sole	2026-05-06
2025-12-31	$857,658	4,623	-0.5%	Shares	Sole	2026-01-26
2025-09-30	$936,106	4,645	+2.0%	Shares	Sole	2025-10-30
2025-06-30	$996,123	4,556	+0.4%	Shares	Sole	2025-08-06
2025-03-31	$1,107,164	4,537	-1.1%	Shares	Sole	2025-05-06
2024-12-31	$974,749	4,589	+1.6%	Shares	Sole	2025-01-30
2024-09-30	$1,007,920	4,518	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$948,450	4,501	+1.3%	Shares	Sole	2024-08-13
2024-03-31	$915,375	4,444	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$840,299	4,435	0.0%	Shares	Sole	2024-02-14
2023-09-30	$843,980	4,435	0.0%	Shares	Sole	2023-11-13
2023-06-30	$834,134	4,435	0.0%	Shares	Sole	2023-08-11
2023-03-31	$738,649	4,435	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$737,709	4,458	-0.4%	Shares	Sole	2023-02-14
2022-06-30	$694,899	4,476	-0.8%	Shares	Sole	2022-08-15
2022-03-31	$768,764	4,511	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.