CVA Family Office, LLC
Family OfficePosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1802084
DENVER, CO
Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$144,836
-$86,372 QoQ
Shares Held
869
-34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,214
of 1,500 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $453,352 across 7 Insurance Brokers names. MRSH ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
869 | $144,836 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
350 | $80,349 | |
| 4 | BRO |
Brown & Brown, Inc.
|
695 | $44,584 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55 | $14,375 | |
| 6 | CRVL |
Corvel Corp
|
37 | $2,313 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 |
All Filings in MRSH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,836 | 869 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $231,208 | 1,333 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $175,501 | 946 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $194,677 | 966 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $259,962 | 1,189 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $275,509 | 1,129 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $211,560 | 996 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $214,389 | 961 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $197,655 | 938 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $185,793 | 902 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $172,417 | 910 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $179,428 | 954 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $155,557 | 934 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $143,140 | 865 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $100,024 | 670 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $100,136 | 645 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $162,751 | 955 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $79,957 | 460 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $64,712 | 460 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $14,616 | 120 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||