Position in MRSH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$535,010
+$37,729 QoQ
Shares Held
3,210
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#848
of 1,500 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $785,435 across 2 Insurance Brokers names. MRSH ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
3,210 | $535,010 | |
| 2 | AON |
Aon plc
|
755 | $250,425 |
All Filings in MRSH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,010 | 3,210 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $497,281 | 2,867 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $558,971 | 3,013 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $904,265 | 4,487 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,066,963 | 4,880 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $842,147 | 3,451 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||