HHM Wealth Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1750086
CHATTANOOGA, TN
Position in MRSH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$111,002
-$17,351 QoQ
Shares Held
666
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,226
of 1,500 holders
Holding Since
Dec 2022
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, 2026HHM Wealth Advisors, LLC holds $338,794 across 4 Insurance Brokers names. MRSH ranks #2 (32.8% of the industry book) .
All Filings in MRSH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,002 | 666 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $128,353 | 740 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $123,556 | 666 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $201,530 | 1,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $222,575 | 1,018 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $248,422 | 1,018 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $216,233 | 1,018 | Shares | Sole | 2025-01-24 | |
| 2023-12-31 | $39,788 | 210 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $1,165 | 7 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,158 | 7 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||