Marks Group Wealth Management, Inc

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1802473 MINNETONKA, MN

Position in MRSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,987,078

-$1,947,686 QoQ

Shares Held

23,922

-30.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#443

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $16,898,329 across 5 Insurance Brokers names. MRSH ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	25,435	$5,839,112
2	BRO	Brown & Brown, Inc.	66,209	$4,247,306
3	MRSH	Marsh & Mclennan Companies, Inc. This page	23,922	$3,987,078
4	AON	Aon plc	7,039	$2,334,765
5	WTW	Willis Towers Watson PLC	1,875	$490,068

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,987,078	23,922	-30.1%	Shares	Other	2026-07-28
2026-03-31	$5,934,764	34,216	+0.5%	Shares	Other	2026-05-05
2025-12-31	$6,314,544	34,037	-8.6%	Shares	Other	2026-02-11
2025-09-30	$7,504,371	37,237	-2.0%	Shares	Other	2025-11-10
2025-06-30	$8,303,728	37,979	+0.6%	Shares	Sole	2025-07-22
2025-03-31	$9,210,179	37,742	+1.7%	Shares	Sole	2025-05-01
2024-12-31	$7,886,145	37,127	-2.7%	Shares	Other	2025-01-29
2024-09-30	$8,511,552	38,153	+0.4%	Shares	Other	2024-10-30
2024-06-30	$8,010,941	38,017	-1.3%	Shares	Other	2024-08-14
2024-03-31	$7,930,229	38,500	-0.1%	Shares	Other	2024-04-29
2023-12-31	$7,302,552	38,542	-1.0%	Shares	Other	2024-02-01
2023-09-30	$7,407,427	38,925	-1.1%	Shares	Other	2023-10-30
2023-06-30	$7,405,461	39,374	+0.6%	Shares	Other	2023-07-19
2023-03-31	$6,519,266	39,143	+0.7%	Shares	Other	2023-05-03
2022-12-31	$6,434,523	38,884	+0.1%	Shares	Other	2023-02-06
2022-09-30	$5,798,870	38,843	+2.5%	Shares	Other	2022-11-14
2022-06-30	$5,884,596	37,904	-5.2%	Shares	Other	2022-08-09
2022-03-31	$6,812,539	39,975	+7.3%	Shares	Sole	2022-05-10
2021-12-31	$6,473,925	37,245	-8.2%	Shares	Sole	2022-03-03
2021-09-30	$6,144,575	40,577	-1.6%	Shares	Sole	2021-11-15
2021-06-30	$5,799,814	41,227	-7.3%	Shares	Sole	2021-08-10
2021-03-31	$5,414,497	44,454	+6.0%	Shares	Sole	2021-05-17
2020-12-31	$4,906,512	41,936	+0.4%	Shares	Other	2021-02-08
2020-09-30	$4,792,165	41,780	-0.0%	Shares	Sole	2020-11-10
2020-06-30	$4,487,851	41,798	-0.9%	Shares	Other	2020-08-10
2020-03-31	$3,645,845	42,168	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.