Physician Wealth Advisors, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1795173
MIDVALE, UT
Position in MRSH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$108,168
+$55,960 QoQ
Shares Held
649
+115.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,223
of 1,495 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $192,000 across 8 Insurance Brokers names. MRSH ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
649 | $108,168 | |
| 2 | AON |
Aon plc
|
91 | $30,183 | |
| 3 | BRO |
Brown & Brown, Inc.
|
391 | $25,082 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
94 | $21,579 | |
| 5 | WTW |
Willis Towers Watson PLC
|
16 | $4,181 | |
| 6 | ERIE |
Erie Indemnity Co
|
7 | $1,678 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
18 | $567 | |
| 8 | CRVL |
Corvel Corp
|
9 | $562 |
All Filings in MRSH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,168 | 649 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $52,208 | 301 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $81,443 | 439 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $55,420 | 275 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $59,688 | 273 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $64,667 | 265 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $56,076 | 264 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||