Lloyd Advisory Services, LLC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1802474
SUWANEE, GA
Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,666
-$15,216 QoQ
Shares Held
10
-89.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,470
of 1,500 holders
Holding Since
Jun 2021
6 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, 2026Lloyd Advisory Services, LLC. holds $1,666 across 1 Insurance Brokers name. MRSH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
10 | $1,666 |
All Filings in MRSH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666 | 10 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $16,882 | 91 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $5,283 | 31 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,912 | 11 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $1,665 | 11 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $1,547 | 11 | Shares | Other | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||