Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,834
-$214,015 QoQ
Shares Held
227
-84.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,309
of 1,495 holders
Holding Since
Mar 2022
18 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, 2026Continuum Advisory, LLC holds $360,119 across 6 Insurance Brokers names. MRSH ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
872 | $200,185 | |
| 2 | AON |
Aon plc
|
189 | $62,689 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
227 | $37,834 | |
| 4 | BRO |
Brown & Brown, Inc.
|
527 | $33,807 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
570 | $15,150 | |
| 6 | WTW |
Willis Towers Watson PLC
|
40 | $10,454 |
All Filings in MRSH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,834 | 227 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $251,849 | 1,452 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $255,832 | 1,379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $328,292 | 1,629 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $919,381 | 4,205 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $365,556 | 1,498 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $290,576 | 1,368 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $283,547 | 1,271 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $168,786 | 801 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $102,990 | 500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $305,804 | 1,614 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $291,539 | 1,532 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $291,900 | 1,552 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $252,156 | 1,514 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $256,494 | 1,550 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $246,029 | 1,648 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $267,340 | 1,722 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $333,682 | 1,958 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||