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Equibles

Cornerstone Planning Group LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1822587 FAIRFIELD, NJ
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$50,667
-$13,509 QoQ
Shares Held
304
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,285
of 1,502 holders
Holding Since
Dec 2022
14 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 Jun 30, 2026

Cornerstone Planning Group LLC holds $191,245 across 9 Insurance Brokers names. MRSH ranks #2 (26.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
 340 $78,053
2 MRSH
Marsh & Mclennan Companies, Inc.
This page 		304 $50,667
3 AON
Aon plc
 84 $27,861
4 WTW
Willis Towers Watson PLC
 85 $22,216
5 BRO
Brown & Brown, Inc.
 127 $8,147
6 RYAN
Ryan Specialty Holdings, Inc.
 45 $1,699
7 CRVL
Corvel Corp
 20 $1,250
8 GSHD
Goosehead Insurance, Inc.
 18 $873

All Filings in MRSH

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $50,667 304
2026-03-31 $64,176 370
2025-12-31 $51,389 277
2025-09-30 $61,265 304
2025-06-30 $64,498 295
2025-03-31 $75,649 310
2024-12-31 $29,312 138
2024-09-30 $30,117 135
2024-06-30 $33,504 159
2024-03-31 $30,279 147
2023-12-31 $33,157 175
2023-09-30 $29,306 154
2023-06-30 $34,982 186
2022-12-31 $37,233 225