Summit Financial, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1765536
PARSIPPANY, NJ
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,472,590
-$489,098 QoQ
Shares Held
8,490
-19.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026Summit Financial, LLC holds $3,262,179 across 5 Insurance Brokers names. MRSH ranks #1 (45.1% of the industry book) .
All Filings in MRSH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,472,590 | 8,490 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,961,688 | 10,574 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,185,592 | 10,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,762,953 | 12,637 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,214,851 | 13,174 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,766,427 | 13,024 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,822,980 | 12,654 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,612,506 | 12,398 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,481,408 | 7,192 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,395,446 | 7,365 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,389,951 | 7,304 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,404,581 | 7,468 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,276,772 | 7,666 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,265,094 | 7,645 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,193,125 | 7,992 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,059,426 | 6,824 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,172,319 | 6,879 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $998,422 | 5,744 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $596,785 | 3,941 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $266,447 | 1,894 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||