Position in MRSH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,333
-$136 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,439
of 1,495 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $28,856 across 5 Insurance Brokers names. MRSH ranks #2 (11.6% of the industry book) .
All Filings in MRSH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,333 | 20 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,469 | 20 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,710 | 20 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,030 | 20 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,372 | 20 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,880 | 20 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,248 | 20 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,461 | 20 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,214 | 20 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,119 | 20 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,789 | 20 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,806 | 20 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,761 | 20 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,331 | 20 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,654 | 10 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $746 | 5 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $776 | 5 | Shares | Sole | 2022-07-15 | |
| 2021-06-30 | $1,406 | 10 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||