DAYMARK WEALTH PARTNERS, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1956824
CINCINNATI, OH
Position in MRSH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$412,674
-$651,441 QoQ
Shares Held
2,476
-59.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#934
of 1,500 holders
Holding Since
Mar 2024
10 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $1,178,877 across 2 Insurance Brokers names. MRSH ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,310 | $766,203 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,476 | $412,674 |
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,674 | 2,476 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,064,115 | 6,135 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $281,248 | 1,516 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $296,249 | 1,470 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $374,748 | 1,714 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $298,936 | 1,225 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $383,824 | 1,807 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $306,525 | 1,374 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $377,399 | 1,791 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $229,873 | 1,116 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||