Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$271,505
-$45,041 QoQ
Shares Held
1,629
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,072
of 1,500 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $988,950 across 2 Insurance Brokers names. MRSH ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,163 | $717,445 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,629 | $271,505 |
All Filings in MRSH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,505 | 1,629 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $316,546 | 1,825 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||