Global Retirement Partners, LLC
PensionPosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1749744
San Rafael, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,344,860
-$549,670 QoQ
Shares Held
8,069
-21.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#624
of 1,470 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $104,146,735 across 11 Insurance Brokers names. MRSH ranks #2 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
441,225 | $101,292,023 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
8,069 | $1,344,860 | |
| 3 | AON |
Aon plc
|
2,811 | $932,380 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,579 | $412,703 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,683 | $107,964 | |
| 6 | ERIE |
Erie Indemnity Co
|
119 | $28,530 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
486 | $23,571 | |
| 8 | CRD-A |
Crawford & Co
|
205 | $2,310 |
All Filings in MRSH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,860 | 8,069 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,894,530 | 10,212 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,005,030 | 4,987 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,064,120 | 4,867 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,216,047 | 5,725 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,263,358 | 5,663 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,188,039 | 5,638 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $989,115 | 4,802 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $909,266 | 4,799 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $893,077 | 4,693 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $877,769 | 4,667 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $781,785 | 4,694 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $634,450 | 3,834 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $587,904 | 3,938 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $601,283 | 3,873 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $651,686 | 3,824 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $567,408 | 3,747 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $530,926 | 3,774 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $457,480 | 3,756 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $434,421 | 3,713 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $425,881 | 3,713 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $482,735 | 4,496 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $376,879 | 4,359 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||