INSIGNEO ADVISORY SERVICES, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1964958
MIAMI, FL
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$400,674
-$30,696 QoQ
Shares Held
2,404
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#942
of 1,500 holders
Holding Since
Sep 2023
12 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $906,256 across 3 Insurance Brokers names. MRSH ranks #1 (44.2% of the industry book) .
All Filings in MRSH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,674 | 2,404 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $431,370 | 2,487 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $559,899 | 3,018 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $571,740 | 2,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $304,128 | 1,391 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $311,870 | 1,278 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $254,042 | 1,196 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $331,065 | 1,484 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $394,678 | 1,873 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $361,700 | 1,756 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $302,962 | 1,599 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,124 | 1,183 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||