NATURAL INVESTMENTS, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1800245
WINDSOR, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$250,005
-$9,129 QoQ
Shares Held
1,500
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,107
of 1,500 holders
Holding Since
Mar 2025
5 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, 2026NATURAL INVESTMENTS, LLC holds $771,627 across 3 Insurance Brokers names. MRSH ranks #2 (32.4% of the industry book) .
All Filings in MRSH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,005 | 1,500 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $259,134 | 1,494 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $276,981 | 1,493 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $301,891 | 1,498 | Shares | Sole | 2025-10-10 | |
| 2025-03-31 | $218,650 | 896 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||