JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1903880
MONTGOMERY, AL
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$425,674
-$276,624 QoQ
Shares Held
2,554
-36.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#921
of 1,495 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $1,233,338 across 2 Insurance Brokers names. MRSH ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,435 | $807,664 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,554 | $425,674 |
All Filings in MRSH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,674 | 2,554 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $702,298 | 4,049 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $359,352 | 1,937 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $475,207 | 2,358 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||