CreativeOne Wealth, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$672,179
-$91,000 QoQ
Shares Held
4,033
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#790
of 1,502 holders
Holding Since
Mar 2024
10 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, 2026CreativeOne Wealth, LLC holds $1,593,766 across 5 Insurance Brokers names. MRSH ranks #1 (42.2% of the industry book) .
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,179 | 4,033 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $763,179 | 4,400 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $817,029 | 4,404 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,076,161 | 10,302 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,667,923 | 35,071 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $8,632,316 | 35,374 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $7,232,135 | 34,048 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,182,601 | 14,266 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,769,492 | 13,143 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,789,586 | 13,543 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||