U.S. Capital Wealth Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1808915
AUSTIN, TX
Position in MRSH
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$205,017
-$11,873 QoQ
Shares Held
1,182
+19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $1,820,766 across 3 Insurance Brokers names. MRSH ranks #3 (11.3% of the industry book) .
All Filings in MRSH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,017 | 1,182 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $216,890 | 992 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $231,340 | 948 | Shares | Sole | 2025-04-29 | |
| 2023-06-30 | $244,127 | 1,298 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $51,960 | 314 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||