Triumph Capital Management

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1730765 DENVER, CO

Position in MRSH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$45,667

-$2,725 QoQ

Shares Held

274

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,295

of 1,495 holders

Holding Since

Mar 2022

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triumph Capital Management holds $1,689,378 across 4 Insurance Brokers names. MRSH ranks #2 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,953	$1,642,860
2	MRSH	Marsh & Mclennan Companies, Inc. This page	274	$45,667
3	AJG	Arthur J. Gallagher & Co.	3	$688
4	LIFE	Ethos Technologies Inc.	9	$163

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,667	274	-1.8%	Shares	Sole	2026-07-21
2026-03-31	$48,392	279	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$51,018	275	-94.0%	Shares	Sole	2026-02-12
2022-03-31	$774,899	4,547	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.