Integrated Wealth Concepts LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1737109
WALTHAM, MA
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,101,875
-$913,900 QoQ
Shares Held
12,611
-27.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#536
of 1,470 holders
Holding Since
Sep 2021
20 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, 2026Integrated Wealth Concepts LLC holds $10,064,233 across 14 Insurance Brokers names. MRSH ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
16,633 | $5,516,999 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
12,611 | $2,101,875 | |
| 3 | BRO |
Brown & Brown, Inc.
|
12,878 | $826,123 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,498 | $803,035 | |
| 5 | CRVL |
Corvel Corp
|
5,314 | $332,231 | |
| 6 | WTW |
Willis Towers Watson PLC
|
912 | $238,369 | |
| 7 | ERIE |
Erie Indemnity Co
|
324 | $77,679 | |
| 8 | TWFG |
TWFG, Inc.
|
2,975 | $71,548 |
All Filings in MRSH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,875 | 12,611 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,015,775 | 17,387 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $649,876 | 3,503 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $835,946 | 4,148 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $695,275 | 3,180 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,059,822 | 4,343 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,049,730 | 4,942 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,001,451 | 4,489 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $919,371 | 4,363 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $756,770 | 3,674 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $584,514 | 3,085 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $607,057 | 3,190 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $596,025 | 3,169 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $331,601 | 1,991 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $303,490 | 1,834 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $271,110 | 1,816 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $288,920 | 1,861 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $292,611 | 1,717 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $298,448 | 1,717 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $265,153 | 1,751 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||