Concord Wealth Partners

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1814214 ABINGDON, VA

Position in MRSH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,016,020

-$71,164 QoQ

Shares Held

6,096

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#692

of 1,500 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $1,032,933 across 3 Insurance Brokers names. MRSH ranks #1 (98.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	6,096	$1,016,020
2	AJG	Arthur J. Gallagher & Co.	39	$8,953
3	AON	Aon plc	24	$7,960

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,016,020	6,096	-2.7%	Shares	Sole	2026-07-27
2026-03-31	$1,087,184	6,268	+10.3%	Shares	Sole	2026-05-01
2025-12-31	$1,054,495	5,684	-5.8%	Shares	Sole	2026-01-29
2025-09-30	$1,215,830	6,033	0.0%	Shares	Sole	2025-11-05
2025-06-30	$1,319,055	6,033	-0.2%	Shares	Sole	2025-07-25
2025-03-31	$1,475,893	6,048	-1.7%	Shares	Sole	2025-05-02
2024-12-31	$1,307,383	6,155	+1.3%	Shares	Sole	2025-01-24
2024-09-30	$1,355,717	6,077	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$1,279,070	6,070	-1.0%	Shares	Sole	2024-07-31
2024-03-31	$1,263,069	6,132	-0.2%	Shares	Sole	2024-04-30
2023-12-31	$1,163,724	6,142	+20.9%	Shares	Sole	2024-04-30
2023-09-30	$966,724	5,080	+1915.9%	Shares	Sole	2024-04-30
2023-06-30	$47,396	252	+40.0%	Shares	Sole	2023-08-08
2023-03-31	$29,979	180	-55.3%	Shares	Sole	2023-04-26
2022-12-31	$66,688	403	-59.9%	Shares	Sole	2023-01-30
2022-06-30	$156,181	1,006	-1.8%	Shares	Sole	2022-08-04
2022-03-31	$174,510	1,024	+1.8%	Shares	Sole	2022-04-20
2021-12-31	$174,862	1,006	+109.1%	Shares	Sole	2022-01-21
2021-09-30	$72,837	481	-48.0%	Shares	Sole	2021-11-09
2021-06-30	$130,129	925	-11.5%	Shares	Sole	2021-07-29
2021-03-31	$127,281	1,045	+14828.6%	Shares	Sole	2021-05-13
2020-12-31	$819	7	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.