Salomon & Ludwin, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1766156 RICHMOND, VA

Position in MRSH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$79,501

-$2,367 QoQ

Shares Held

477

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,245

of 1,500 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Salomon & Ludwin, LLC holds $292,260 across 8 Insurance Brokers names. MRSH ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	518	$118,917
2	MRSH	Marsh & Mclennan Companies, Inc. This page	477	$79,501
3	ERIE	Erie Indemnity Co	108	$25,893
4	AON	Aon plc	69	$22,886
5	CRVL	Corvel Corp	358	$22,382
6	WTW	Willis Towers Watson PLC	55	$14,375
7	GSHD	Goosehead Insurance, Inc.	162	$7,857
8	BRO	Brown & Brown, Inc.	7	$449

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,501	477	+1.1%	Shares	Sole	2026-08-07
2026-03-31	$81,868	472	+3.5%	Shares	Sole	2026-05-11
2025-12-31	$84,597	456	+3.2%	Shares	Sole	2026-01-28
2025-09-30	$89,076	442	+132.6%	Shares	Sole	2025-10-21
2025-06-30	$41,541	190	0.0%	Shares	Sole	2025-07-29
2025-03-31	$46,365	190	0.0%	Shares	Sole	2025-04-28
2024-12-31	$40,357	190	-59.3%	Shares	Sole	2025-01-30
2024-09-30	$104,183	467	-4.3%	Shares	Sole	2024-10-24
2024-06-30	$102,831	488	-4.7%	Shares	Sole	2024-07-25
2024-03-31	$105,461	512	0.0%	Shares	Sole	2024-05-02
2023-12-31	$97,008	512	0.0%	Shares	Sole	2024-02-07
2023-09-30	$97,433	512	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.