1900 WEALTH MANAGEMENT LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1791996
SAN ANTONIO, TX
Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$228,837
-$32,378 QoQ
Shares Held
1,373
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,139
of 1,500 holders
Holding Since
Mar 2026
2 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, 20261900 WEALTH MANAGEMENT LLC holds $473,955 across 2 Insurance Brokers names. MRSH ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
739 | $245,118 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,373 | $228,837 |
All Filings in MRSH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,837 | 1,373 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $261,215 | 1,506 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||