TFC Financial Management, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1827844
BOSTON, MA
Position in MRSH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,333
-$1,697 QoQ
Shares Held
20
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,435
of 1,495 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $34,159 across 6 Insurance Brokers names. MRSH ranks #2 (9.8% of the industry book) .
All Filings in MRSH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,333 | 20 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,030 | 29 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,307 | 34 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,255 | 36 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,871 | 36 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,785 | 36 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,646 | 36 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,031 | 36 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,164 | 34 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,415 | 36 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,441 | 34 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $6,470 | 34 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,394 | 34 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,496 | 27 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,309 | 20 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,985 | 20 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,105 | 20 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,408 | 20 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,476 | 20 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,028 | 20 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,813 | 20 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,731 | 162 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $18,954 | 162 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $18,581 | 162 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||