Apollon Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in MRSH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,194,037
+$137,753 QoQ
Shares Held
61,163
+5.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#32
of 361 holders
Holding Since
Jun 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, 2026Apollon Wealth Management, LLC holds $27,911,598 across 8 Insurance Brokers names. MRSH ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
61,163 | $10,194,037 | |
| 2 | BRO |
Brown & Brown, Inc.
|
97,853 | $6,277,269 | |
| 3 | AON |
Aon plc
|
12,465 | $4,134,515 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
13,496 | $3,098,276 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
49,056 | $2,379,216 | |
| 6 | ERIE |
Erie Indemnity Co
|
4,690 | $1,124,427 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,723 | $450,340 | |
| 8 | CRVL |
Corvel Corp
|
4,055 | $253,518 |
All Filings in MRSH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,194,037 | 61,163 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $10,056,284 | 57,978 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,423,812 | 56,187 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,425,743 | 56,695 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,920,312 | 59,094 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,783,337 | 60,580 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,560,891 | 63,843 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,891,814 | 62,270 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,699,462 | 60,267 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $12,064,454 | 58,571 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,138,372 | 58,787 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,821,219 | 56,864 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,730,066 | 35,783 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,928,680 | 35,597 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,978,626 | 36,129 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,401,909 | 36,184 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,138,619 | 33,099 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,333,659 | 37,165 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,265,113 | 59,056 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,660,170 | 17,567 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,041,688 | 14,513 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,751,849 | 14,383 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $3,757 | 35 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||