Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,171,523
-$404,790 QoQ
Shares Held
7,029
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#663
of 1,500 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $1,171,523 across 1 Insurance Brokers name. MRSH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
7,029 | $1,171,523 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,523 | 7,029 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,576,313 | 9,088 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,855,571 | 10,002 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,991,519 | 9,882 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,005,147 | 9,171 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,110,371 | 8,648 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,749,833 | 8,238 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,872,617 | 8,394 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,793,859 | 8,513 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,782,756 | 8,655 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,690,451 | 8,922 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,700,330 | 8,935 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,792,402 | 9,530 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,594,383 | 9,573 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,357,597 | 8,204 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $867,672 | 5,812 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $890,823 | 5,738 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $991,502 | 5,818 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $951,142 | 5,472 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $824,535 | 5,445 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $772,192 | 5,489 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $656,745 | 5,392 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $606,645 | 5,185 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $900,739 | 7,853 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $841,673 | 7,839 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $619,226 | 7,162 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||