Cornerstone Wealth Group, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1774879
HUNTERSVILLE, NC
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$261,338
+$19,029 QoQ
Shares Held
1,568
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,088
of 1,500 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Wealth Group, LLC holds $1,080,936 across 3 Insurance Brokers names. MRSH ranks #3 (24.2% of the industry book) .
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,338 | 1,568 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $242,309 | 1,397 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $213,162 | 1,149 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $253,524 | 1,258 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $281,608 | 1,288 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $313,090 | 1,283 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $270,822 | 1,275 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $278,862 | 1,250 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $254,971 | 1,210 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $231,315 | 1,123 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||