Quaker Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1733472 MOORESTOWN, NJ

Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$333

-$2,268 QoQ

Shares Held

-86.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,486

of 1,495 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Derivatives in MRSH

reported options exposure · as of Mar 31, 2025

CallValue

CallShares

PutValue

$2,440

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Quaker Wealth Management, LLC holds $5,426 across 6 Insurance Brokers names. MRSH ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	9	$2,066
2	AON	Aon plc	5	$1,658
3	ERIE	Erie Indemnity Co	3	$719
4	WTW	Willis Towers Watson PLC	2	$522
5	MRSH	Marsh & Mclennan Companies, Inc. This page	2	$333
6	BRO	Brown & Brown, Inc.	2	$128

All Filings in MRSH

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333	2	-86.7%	Shares	Sole	2026-07-24
2026-03-31	$2,601	15	+87.5%	Shares	Sole	2026-04-10
2025-12-31	$1,484	8	+60.0%	Shares	Sole	2026-01-28
2025-09-30	$1,007	5	-44.4%	Shares	Sole	2025-11-05
2025-06-30	$1,967	9	—	Shares	Sole	2025-08-04
2025-03-31	$2,440	10	—	Put	Sole	2025-05-29
No filing history on record for this holder in this stock.