N.E.W. Advisory Services LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1803456
DE PERE, WI
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,000
+$1,024 QoQ
Shares Held
12
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,433
of 1,470 holders
Holding Since
Mar 2025
2 quarters on record
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $6,330 across 4 Insurance Brokers names. MRSH ranks #2 (31.6% of the industry book) .
All Filings in MRSH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,000 | 12 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $976 | 4 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||