Marshall Financial Group, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1841496
Hunt Valley, MD
Position in MRSH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$715,180
-$19,554 QoQ
Shares Held
4,291
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#778
of 1,500 holders
Holding Since
Jun 2022
12 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, 2026Marshall Financial Group, LLC holds $1,572,598 across 2 Insurance Brokers names. MRSH ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,585 | $857,418 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
4,291 | $715,180 |
All Filings in MRSH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,180 | 4,291 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $734,734 | 4,236 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $759,518 | 4,094 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $852,673 | 4,231 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $862,316 | 3,944 | Shares | Sole | 2025-07-10 | |
| 2024-09-30 | $1,073,955 | 4,814 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,000,287 | 4,747 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $912,079 | 4,428 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $756,553 | 3,993 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $951,344 | 5,749 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $773,322 | 5,180 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $799,382 | 5,149 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||