INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1818604 ORLANDO, FL

Position in MRSH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$248,671

+$18,503 QoQ

Shares Held

1,492

+12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#350

of 534 holders

Holding Since

Dec 2020

13 quarters on record

Financial Services · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $386,759 across 4 Insurance Brokers names. MRSH ranks #1 (64.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	1,492	$248,671
2	AJG	Arthur J. Gallagher & Co.	573	$131,543
3	GSHD	Goosehead Insurance, Inc.	70	$3,395
4	TWFG	TWFG, Inc.	131	$3,150

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,671	1,492	+12.4%	Shares	Sole	2026-07-22
2026-03-31	$230,168	1,327	-6.4%	Shares	Sole	2026-05-01
2025-12-31	$262,881	1,417	+7.9%	Shares	Sole	2026-02-03
2025-03-31	$320,411	1,313	-29.7%	Shares	Sole	2025-04-23
2024-12-31	$396,994	1,869	-99.6%	Shares	Sole	2025-01-08
2024-09-30	$95,429,870	427,764	+31846.5%	Shares	Sole	2024-10-22
2024-06-30	$282,154	1,339	+9.8%	Shares	Sole	2024-07-30
2024-03-31	$251,295	1,220	-1.2%	Shares	Sole	2024-04-11
2023-12-31	$233,995	1,235	+16.6%	Shares	Sole	2024-01-25
2023-09-30	$201,527	1,059	-14.9%	Shares	Sole	2023-10-10
2022-12-31	$206,022	1,245	+408.2%	Shares	Sole	2023-01-30
2021-03-31	$29,841	245	0.0%	Shares	Sole	2021-04-19
2020-12-31	$28,665	245	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.