CoreCap Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1902501 SOUTHFIELD, MI

Position in MRSH

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$43,834

+$1,686 QoQ

Shares Held

263

+8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,299

of 1,495 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CoreCap Advisors, LLC holds $261,060 across 8 Insurance Brokers names. MRSH ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	516	$118,458
2	BRO	Brown & Brown, Inc.	842	$54,014
3	MRSH	Marsh & Mclennan Companies, Inc. This page	263	$43,834
4	ERIE	Erie Indemnity Co	75	$17,981
5	WTW	Willis Towers Watson PLC	52	$13,591
6	AON	Aon plc	35	$11,609
7	BWIN	Baldwin Insurance Group, Inc.	31	$823
8	CRVL	Corvel Corp	12	$750

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,834	263	+8.2%	Shares	Sole	2026-07-06
2026-03-31	$42,148	243	-8.6%	Shares	Sole	2026-04-07
2025-12-31	$49,348	266	+4.3%	Shares	Sole	2026-01-13
2025-09-30	$51,390	255	-15.3%	Shares	Sole	2025-10-22
2025-06-30	$65,810	301	+4.5%	Shares	Sole	2025-08-14
2025-03-31	$70,280	288	+17.1%	Shares	Sole	2025-05-09
2024-12-31	$52,252	246	+12.8%	Shares	Sole	2025-02-14
2024-09-30	$48,633	218	+38.0%	Shares	Sole	2024-11-08
2024-03-31	$32,544	158	+3.3%	Shares	Sole	2024-08-08
2022-12-31	$25,318	153	-21.9%	Shares	Sole	2023-02-10
2022-06-30	$30,429	196	+26.5%	Shares	Sole	2022-08-11
2021-12-31	$26,942	155	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.