Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,000
-$1,919,609 QoQ
Shares Held
108
-99.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,355
of 1,495 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $419,426 across 7 Insurance Brokers names. MRSH ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
967 | $221,994 | |
| 2 | AON |
Aon plc
|
503 | $166,840 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
108 | $18,000 | |
| 4 | BRO |
Brown & Brown, Inc.
|
106 | $6,799 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11 | $2,875 | |
| 6 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 7 | CRVL |
Corvel Corp
|
16 | $1,000 |
All Filings in MRSH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,000 | 108 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,937,609 | 11,171 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $154,167 | 831 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,813,970 | 9,001 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $688,497 | 3,149 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,743,176 | 15,339 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $968,802 | 4,561 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,641,162 | 11,839 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $714,972 | 3,393 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $869,647 | 4,222 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $865,877 | 4,570 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $695,736 | 3,656 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $206,511 | 1,098 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $189,867 | 1,140 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $174,084 | 1,052 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $139,884 | 937 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $149,971 | 966 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $256,993 | 1,508 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $316,873 | 1,823 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $208,670 | 1,378 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $188,792 | 1,342 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $225,695 | 1,853 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||