Kingsview Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1791965 GRANTS PASS, OR

Position in MRSH

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$6,919,471

-$1,830,387 QoQ

Shares Held

41,516

-17.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#363

of 1,500 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Financial Services · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $18,715,738 across 5 Insurance Brokers names. MRSH ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	41,516	$6,919,471
2	BRO	Brown & Brown, Inc.	83,360	$5,347,543
3	WTW	Willis Towers Watson PLC	20,239	$5,289,866
4	AON	Aon plc	2,756	$914,137
5	AJG	Arthur J. Gallagher & Co.	1,066	$244,721

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,919,471	41,516	-17.7%	Shares	Sole	2026-08-19
2026-03-31	$8,749,858	50,446	+249.7%	Shares	Defined	2026-05-12
2025-12-31	$2,676,311	14,426	-3.9%	Shares	Sole	2026-02-09
2025-09-30	$3,025,569	15,013	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$3,264,513	14,931	-0.5%	Shares	Sole	2025-08-08
2025-03-31	$3,662,890	15,010	-0.1%	Shares	Sole	2025-05-02
2024-12-31	$3,190,610	15,021	+0.6%	Shares	Sole	2025-01-28
2024-09-30	$3,330,064	14,927	+7.3%	Shares	Sole	2024-11-12
2024-06-30	$2,931,115	13,910	+1.2%	Shares	Sole	2024-08-14
2024-03-31	$2,831,607	13,747	+0.0%	Shares	Sole	2024-05-09
2023-12-31	$2,603,696	13,742	+0.3%	Shares	Sole	2024-02-08
2023-09-30	$2,606,919	13,699	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$2,553,186	13,575	+186.3%	Shares	Sole	2023-08-10
2023-03-31	$789,780	4,742	-11.7%	Shares	Sole	2023-05-15
2022-12-31	$888,627	5,370	-8.1%	Shares	Sole	2023-02-13
2022-09-30	$872,749	5,846	+9.8%	Shares	Sole	2022-11-15
2022-06-30	$826,551	5,324	-25.5%	Shares	Sole	2022-08-16
2022-03-31	$1,218,503	7,150	-1.8%	Shares	Sole	2024-02-08
2021-12-31	$1,266,104	7,284	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.