Symphony Financial, Ltd. Co.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1800687
HOUSTON, TX
Position in MRSH
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$303,884
New position
Shares Held
1,752
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Symphony Financial, Ltd. Co. holds $587,218 across 2 Insurance Brokers names. MRSH ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,752 | $303,884 | |
| 2 | TWFG |
TWFG, Inc.
|
15,407 | $283,334 |
All Filings in MRSH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,884 | 1,752 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||