Princeton Global Asset Management LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1767349 PRINCETON, NJ

Position in MRSH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$34,500

-$1,404 QoQ

Shares Held

207

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,313

of 1,495 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Princeton Global Asset Management LLC holds $88,718 across 6 Insurance Brokers names. MRSH ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	207	$34,500
2	AJG	Arthur J. Gallagher & Co.	120	$27,548
3	AON	Aon plc	31	$10,282
4	WTW	Willis Towers Watson PLC	39	$10,193
5	ERIE	Erie Indemnity Co	13	$3,116
6	BRO	Brown & Brown, Inc.	48	$3,079

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,500	207	0.0%	Shares	Sole	2026-07-16
2026-03-31	$35,904	207	-37.5%	Shares	Sole	2026-04-22
2025-12-31	$61,407	331	-96.0%	Shares	Sole	2026-01-20
2025-09-30	$1,658,591	8,230	-13.8%	Shares	Sole	2025-10-09
2025-06-30	$2,088,230	9,551	+43.2%	Shares	Sole	2025-07-30
2025-03-31	$1,627,192	6,668	0.0%	Shares	Sole	2025-04-11
2024-12-31	$1,416,349	6,668	+47528.6%	Shares	Sole	2025-01-24
2023-12-31	$2,652	14	-98.0%	Shares	Sole	2024-01-22
2020-06-30	$76,232	710	0.0%	Shares	Sole	2020-08-11
2020-03-31	$61,386	710	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.