Williams Jones Wealth Management, LLC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1788587
New York, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$525,677
-$15,140 QoQ
Shares Held
3,154
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#849
of 1,495 holders
Holding Since
Dec 2021
19 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, 2026Williams Jones Wealth Management, LLC. holds $5,999,225 across 2 Insurance Brokers names. MRSH ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
16,502 | $5,473,548 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
3,154 | $525,677 |
All Filings in MRSH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,677 | 3,154 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $540,817 | 3,118 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $586,428 | 3,161 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $656,786 | 3,259 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $722,386 | 3,304 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $806,275 | 3,304 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $791,439 | 3,726 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $831,233 | 3,726 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $784,721 | 3,724 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $767,069 | 3,724 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $705,586 | 3,724 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $708,677 | 3,724 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $700,409 | 3,724 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $620,232 | 3,724 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $616,247 | 3,724 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $630,600 | 4,224 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $663,693 | 4,275 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $820,061 | 4,812 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $820,778 | 4,722 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||