JOURNEY STRATEGIC WEALTH LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1909316
SUMMIT, NJ
Position in MRSH
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,113,024
+$236,630 QoQ
Shares Held
6,417
+35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,341,692 across 4 Insurance Brokers names. MRSH ranks #1 (47.5% of the industry book) .
All Filings in MRSH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,113,024 | 6,417 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $876,394 | 4,724 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,402,040 | 6,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,537,912 | 7,034 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,101,303 | 4,513 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $928,654 | 4,372 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $971,779 | 4,356 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $816,959 | 3,877 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $565,827 | 2,747 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $410,960 | 2,169 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $295,155 | 1,551 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $225,131 | 1,197 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $428,533 | 2,573 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $290,249 | 1,754 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $235,009 | 1,379 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $235,526 | 1,355 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||