DecisionPoint Financial, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1938514 MESA, AZ

Position in MRSH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$666

-$374 QoQ

Shares Held

-33.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,481

of 1,495 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DecisionPoint Financial, LLC holds $4,554 across 6 Insurance Brokers names. MRSH ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	8	$2,653
2	MRSH	Marsh & Mclennan Companies, Inc. This page	4	$666
3	WTW	Willis Towers Watson PLC	2	$522
4	AJG	Arthur J. Gallagher & Co.	2	$459
5	BRO	Brown & Brown, Inc.	3	$192
6	CRVL	Corvel Corp	1	$62

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$666	4	-33.3%	Shares	Sole	2026-08-05
2026-03-31	$1,040	6	0.0%	Shares	Sole	2026-05-06
2025-12-31	$1,113	6	0.0%	Shares	Sole	2026-01-29
2025-09-30	$1,209	6	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,311	6	-77.8%	Shares	Sole	2025-08-14
2023-09-30	$5,138	27	0.0%	Shares	Sole	2023-10-26
2023-06-30	$5,078	27	0.0%	Shares	Sole	2023-09-26
2023-03-31	$4,496	27	0.0%	Shares	Sole	2023-09-26
2022-12-31	$4,467	27	—	Shares	Sole	2023-09-26
No filing history on record for this holder in this stock.