Joseph Group Capital Management
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1910383
COLUMBUS, OH
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,500
+$9,768 QoQ
Shares Held
171
+58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,331
of 1,500 holders
Holding Since
Dec 2025
3 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, 2026Joseph Group Capital Management holds $93,935 across 3 Insurance Brokers names. MRSH ranks #3 (30.3% of the industry book) .
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,500 | 171 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,732 | 108 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,791 | 42 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||