Journey Advisory Group, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1840085 COVINGTON, KY

Position in MRSH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$370,007

-$15,745 QoQ

Shares Held

2,220

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#961

of 1,495 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Journey Advisory Group, LLC holds $1,151,926 across 3 Insurance Brokers names. MRSH ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	2,097	$481,408
2	MRSH	Marsh & Mclennan Companies, Inc. This page	2,220	$370,007
3	AON	Aon plc	906	$300,511

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,007	2,220	-0.2%	Shares	Sole	2026-08-04
2026-03-31	$385,752	2,224	0.0%	Shares	Sole	2026-05-05
2025-12-31	$412,596	2,224	+23.6%	Shares	Sole	2026-01-27
2025-09-30	$362,754	1,800	+5.9%	Shares	Sole	2025-11-10
2025-06-30	$371,688	1,700	0.0%	Shares	Sole	2025-07-30
2025-03-31	$414,851	1,700	-11.5%	Shares	Sole	2025-05-13
2024-12-31	$407,827	1,920	0.0%	Shares	Sole	2025-02-04
2024-09-30	$428,332	1,920	0.0%	Shares	Sole	2024-11-12
2024-06-30	$404,582	1,920	0.0%	Shares	Sole	2024-08-02
2024-03-31	$395,481	1,920	0.0%	Shares	Sole	2024-05-09
2023-12-31	$363,782	1,920	0.0%	Shares	Sole	2024-02-14
2023-09-30	$365,376	1,920	0.0%	Shares	Sole	2023-11-15
2023-06-30	$361,113	1,920	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$322,274	1,935	+6.6%	Shares	Sole	2023-05-04
2022-12-31	$300,346	1,815	-13.8%	Shares	Sole	2023-02-07
2022-09-30	$314,255	2,105	0.0%	Shares	Sole	2022-11-09
2022-06-30	$326,801	2,105	0.0%	Shares	Sole	2022-08-02
2022-03-31	$358,734	2,105	0.0%	Shares	Sole	2022-05-13
2021-12-31	$365,891	2,105	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.