Golden State Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1776033
SANTA ANA, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$50,167
+$27,099 QoQ
Shares Held
301
+126.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,280
of 1,495 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $596,991 across 4 Insurance Brokers names. MRSH ranks #2 (8.4% of the industry book) .
All Filings in MRSH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,167 | 301 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $23,068 | 133 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $27,085 | 146 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,423 | 146 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $31,921 | 146 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37,824 | 155 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $41,207 | 194 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $3,977 | 46 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||