Lantz Financial LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1766883 NAPERVILLE, IL

Position in MRSH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,294,859

-$55,275 QoQ

Shares Held

7,769

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#637

of 1,495 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $2,274,720 across 3 Insurance Brokers names. MRSH ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	7,769	$1,294,859
2	AON	Aon plc	1,500	$497,535
3	AJG	Arthur J. Gallagher & Co.	2,101	$482,326

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,294,859	7,769	-0.2%	Shares	Sole	2026-07-09
2026-03-31	$1,350,134	7,784	+0.3%	Shares	Sole	2026-04-09
2025-12-31	$1,440,191	7,763	+0.3%	Shares	Sole	2026-01-14
2025-09-30	$1,559,439	7,738	-0.2%	Shares	Sole	2025-11-06
2025-06-30	$1,695,990	7,757	-0.0%	Shares	Sole	2025-07-11
2025-03-31	$1,893,428	7,759	+0.3%	Shares	Sole	2025-04-08
2024-12-31	$1,642,566	7,733	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$1,726,493	7,739	+0.4%	Shares	Sole	2024-10-15
2024-06-30	$1,625,072	7,712	-0.3%	Shares	Sole	2024-08-07
2024-03-31	$1,593,461	7,736	+0.5%	Shares	Sole	2024-04-10
2023-12-31	$1,458,919	7,700	-0.3%	Shares	Sole	2024-01-12
2023-09-30	$1,469,116	7,720	+0.4%	Shares	Sole	2023-10-20
2023-06-30	$1,446,335	7,690	+0.2%	Shares	Sole	2023-07-12
2023-03-31	$1,278,104	7,674	0.0%	Shares	Sole	2023-04-10
2022-12-31	$1,269,893	7,674	+234.8%	Shares	Sole	2023-01-23
2022-09-30	$342,172	2,292	0.0%	Shares	Sole	2022-10-17
2022-06-30	$355,833	2,292	0.0%	Shares	Sole	2022-07-29
2022-03-31	$390,602	2,292	0.0%	Shares	Sole	2022-05-05
2021-12-31	$398,395	2,292	0.0%	Shares	Sole	2022-01-19
2021-09-30	$347,077	2,292	0.0%	Shares	Sole	2021-10-14
2021-06-30	$322,438	2,292	0.0%	Shares	Sole	2021-07-16
2021-03-31	$279,165	2,292	0.0%	Shares	Sole	2021-04-19
2020-12-31	$268,164	2,292	0.0%	Shares	Sole	2021-01-19
2020-09-30	$262,892	2,292	0.0%	Shares	Sole	2020-10-09
2020-06-30	$246,092	2,292	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.