Caerus Investment Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1862682
WEST LAKE HILLS, TX
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$314,339
-$85,289 QoQ
Shares Held
1,886
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,016
of 1,500 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $702,084 across 2 Insurance Brokers names. MRSH ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,169 | $387,745 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,886 | $314,339 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,339 | 1,886 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $399,628 | 2,304 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $347,107 | 1,871 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||