Position in MRSH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,666
+$739 QoQ
Shares Held
70
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,385
of 1,500 holders
Holding Since
Mar 2023
14 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, 2026Avion Wealth holds $57,262 across 9 Insurance Brokers names. MRSH ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
184 | $11,803 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
70 | $11,666 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
48 | $11,019 | |
| 4 | AON |
Aon plc
|
31 | $10,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
16 | $4,181 | |
| 6 | CRVL |
Corvel Corp
|
61 | $3,813 | |
| 7 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
27 | $1,309 |
All Filings in MRSH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,666 | 70 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $10,927 | 63 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $13,542 | 73 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,525 | 82 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $14,211 | 65 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $11 | 52 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,045 | 52 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $11,154 | 50 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $9,271 | 44 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9 | 39 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,441 | 34 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,849 | 36 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $568 | 28 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,165 | 13 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||