Spectrum Wealth Advisory Group, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1776821
GRANITE BAY, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$124,335
-$370,824 QoQ
Shares Held
746
-69.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,220
of 1,500 holders
Holding Since
Dec 2024
5 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, 2026Spectrum Wealth Advisory Group, LLC holds $126,118 across 5 Insurance Brokers names. MRSH ranks #1 (98.6% of the industry book) .
All Filings in MRSH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,335 | 746 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $495,159 | 2,457 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $537,417 | 2,458 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $599,581 | 2,457 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $521,891 | 2,457 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||