Ameritas Advisory Services, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1901275
LINCOLN, NE
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$429,341
-$671,546 QoQ
Shares Held
2,576
-59.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#922
of 1,500 holders
Holding Since
Jun 2022
14 quarters on record
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $717,086 across 3 Insurance Brokers names. MRSH ranks #1 (59.9% of the industry book) .
All Filings in MRSH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,341 | 2,576 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,100,887 | 6,347 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,419,042 | 7,649 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $153,565 | 762 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $161,793 | 740 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $366,533 | 1,502 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $300,984 | 1,417 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $321,558 | 1,526 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $273,541 | 1,328 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $407,928 | 2,153 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,072 | 1,209 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $242,163 | 1,454 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $258,810 | 1,564 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $212,226 | 1,367 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||