Lodestone Wealth Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1950158
SPOKANE, WA
Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$72,501
-$347 QoQ
Shares Held
435
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,257
of 1,500 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $114,337 across 3 Insurance Brokers names. MRSH ranks #1 (63.4% 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 | $72,501 | 435 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $72,848 | 420 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $75,320 | 406 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||