Parcion Private Wealth LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1801263
BELLEVUE, WA
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,816,596
-$368,344 QoQ
Shares Held
28,899
-3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#414
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Parcion Private Wealth LLC holds $5,282,952 across 2 Insurance Brokers names. MRSH ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
28,899 | $4,816,596 | |
| 2 | AON |
Aon plc
|
1,406 | $466,356 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,816,596 | 28,899 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,184,940 | 29,893 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,283,609 | 28,480 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,648,885 | 28,030 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,098,306 | 27,892 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,731,079 | 27,583 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,509,490 | 25,938 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,670,278 | 25,417 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,021,668 | 23,831 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,864,423 | 23,616 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,490,439 | 23,700 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,437,225 | 23,317 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,383,016 | 23,304 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,726,223 | 22,373 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,217,758 | 19,445 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,005,506 | 20,132 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,127,045 | 20,142 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,891,199 | 22,833 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,077,629 | 29,212 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,471,121 | 29,526 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,176,085 | 29,685 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,720,868 | 30,549 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $4,308,057 | 36,821 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,978,943 | 34,690 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,078,512 | 28,672 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,409,121 | 27,864 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||