Mayflower Financial Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1852930
BOSTON, MA
Position in MRSH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$237,338
-$54,231 QoQ
Shares Held
1,424
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#264
of 402 holders
Holding Since
Dec 2023
11 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, 2026Mayflower Financial Advisors, LLC holds $1,006,190 across 4 Insurance Brokers names. MRSH ranks #3 (23.6% of the industry book) .
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,338 | 1,424 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $291,569 | 1,681 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $351,745 | 1,896 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $529,620 | 2,628 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $548,786 | 2,510 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $519,539 | 2,129 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $444,574 | 2,093 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $448,633 | 2,011 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $415,961 | 1,974 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $391,979 | 1,903 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $291,973 | 1,541 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||