Wedmont Private Capital
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1904274
WEST CHESTER, PA
Position in MRSH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$797,182
-$78,393 QoQ
Shares Held
4,783
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#748
of 1,495 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $5,434,157 across 6 Insurance Brokers names. MRSH ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
28,730 | $1,843,029 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
6,696 | $1,537,200 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
4,783 | $797,182 | |
| 4 | AON |
Aon plc
|
1,713 | $568,184 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,486 | $388,395 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,252 | $300,167 |
All Filings in MRSH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,182 | 4,783 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $875,575 | 5,048 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,039,839 | 5,605 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,411,314 | 7,003 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,691,617 | 7,737 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,911,486 | 7,833 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,579,268 | 7,435 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,633,464 | 7,322 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,486,629 | 7,055 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,403,959 | 6,816 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,280,248 | 6,757 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,240,375 | 6,518 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,084,845 | 5,768 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $906,864 | 5,445 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $794,965 | 4,804 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $663,892 | 4,447 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $601,904 | 3,877 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $597,151 | 3,504 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $508,249 | 2,924 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||