Larson Financial Group LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1731061
ST LOUIS, MO
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,597,071
-$49,021 QoQ
Shares Held
21,582
+2.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#452
of 1,500 holders
Holding Since
Jun 2022
17 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, 2026Larson Financial Group LLC holds $7,700,559 across 10 Insurance Brokers names. MRSH ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
21,582 | $3,597,071 | |
| 2 | AON |
Aon plc
|
9,765 | $3,238,952 | |
| 3 | BRO |
Brown & Brown, Inc.
|
4,785 | $306,957 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
1,079 | $247,706 | |
| 5 | WTW |
Willis Towers Watson PLC
|
822 | $214,846 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,261 | $33,517 | |
| 7 | ERIE |
Erie Indemnity Co
|
130 | $31,167 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
573 | $27,790 |
All Filings in MRSH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,597,071 | 21,582 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,646,092 | 21,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,622,649 | 19,527 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,291,984 | 21,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,066,266 | 18,598 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,805,891 | 15,596 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,860,525 | 13,467 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,607,922 | 11,690 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,340,045 | 11,105 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,175,148 | 10,560 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,862,111 | 9,828 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $48,907 | 257 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $34,418 | 183 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $30,478 | 183 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $30,282 | 183 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $24,632 | 165 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,867 | 70 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||