FSM Wealth Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1942548
CLEVELAND, OH
Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$240,504
-$44,474 QoQ
Shares Held
1,443
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,116
of 1,495 holders
Holding Since
Sep 2023
12 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, 2026FSM Wealth Advisors, LLC holds $573,852 across 2 Insurance Brokers names. MRSH ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,005 | $333,348 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,443 | $240,504 |
All Filings in MRSH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,504 | 1,443 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $284,978 | 1,643 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $335,049 | 1,806 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $381,093 | 1,891 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $389,835 | 1,783 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $408,262 | 1,673 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $318,190 | 1,498 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $308,533 | 1,383 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $270,143 | 1,282 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $262,212 | 1,273 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $218,648 | 1,154 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $221,509 | 1,164 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||