Fifth Third Wealth Advisors LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1899030
Cincinnati, OH
Position in MRSH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$923,351
-$117,695 QoQ
Shares Held
5,540
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#720
of 1,500 holders
Holding Since
Jun 2024
9 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, 2026Fifth Third Wealth Advisors LLC holds $2,825,809 across 4 Insurance Brokers names. MRSH ranks #2 (32.7% of the industry book) .
All Filings in MRSH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,351 | 5,540 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,041,046 | 6,002 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,046,889 | 5,643 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,229,333 | 6,100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,368,686 | 6,260 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,752,379 | 7,181 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,366,858 | 6,435 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,054,546 | 4,727 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $943,604 | 4,478 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||