Soltis Investment Advisors LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1802530
ST. GEORGE, UT
Position in MRSH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$603,345
-$92,189 QoQ
Shares Held
3,620
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#819
of 1,500 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $1,601,731 across 2 Insurance Brokers names. MRSH ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,010 | $998,386 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
3,620 | $603,345 |
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,345 | 3,620 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $695,534 | 4,010 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $469,180 | 2,529 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $473,797 | 2,351 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $310,031 | 1,418 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $302,597 | 1,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $244,696 | 1,152 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $254,768 | 1,142 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $228,420 | 1,084 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $204,538 | 993 | Shares | Sole | 2024-05-29 | |
| No filing history on record for this holder in this stock. | ||||||