Legacy Financial Advisors, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1730810
COVINGTON, KY
Position in MRSH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$791,849
-$341,993 QoQ
Shares Held
4,751
-27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#754
of 1,500 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $2,399,341 across 3 Insurance Brokers names. MRSH ranks #2 (33.0% of the industry book) .
All Filings in MRSH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,849 | 4,751 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,133,842 | 6,537 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $307,592 | 1,658 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $427,646 | 2,122 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $444,276 | 2,032 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $571,762 | 2,343 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $492,153 | 2,317 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $516,230 | 2,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $468,219 | 2,222 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $447,594 | 2,173 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $374,203 | 1,975 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $366,708 | 1,927 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $338,544 | 1,800 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $273,974 | 1,645 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $277,840 | 1,679 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $218,411 | 1,463 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $208,811 | 1,345 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||