Creative Capital Management Investments LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1957363
SAN DIEGO, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,333
-$4,101 QoQ
Shares Held
20
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,441
of 1,500 holders
Holding Since
Dec 2022
10 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, 2026Creative Capital Management Investments LLC holds $18,891 across 7 Insurance Brokers names. MRSH ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
22 | $7,297 | |
| 2 | WTW |
Willis Towers Watson PLC
|
13 | $3,397 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
20 | $3,333 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
13 | $2,984 | |
| 5 | BRO |
Brown & Brown, Inc.
|
16 | $1,026 | |
| 6 | ERIE |
Erie Indemnity Co
|
2 | $479 | |
| 7 | CRVL |
Corvel Corp
|
6 | $375 |
All Filings in MRSH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,333 | 20 | Shares | Sole | 2026-07-24 | |
| 2024-12-31 | $7,434 | 35 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,808 | 35 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,375 | 35 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $7,209 | 35 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,631 | 35 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,660 | 35 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $6,582 | 35 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $5,829 | 35 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $5,791 | 35 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||