GENESIS PRIVATE WEALTH, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1965529
ASHBURN, VA
Position in MRSH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$205,337
-$179,201 QoQ
Shares Held
1,232
-44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,180
of 1,495 holders
Holding Since
Dec 2024
7 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, 2026GENESIS PRIVATE WEALTH, LLC holds $513,145 across 2 Insurance Brokers names. MRSH ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
928 | $307,808 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,232 | $205,337 |
All Filings in MRSH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,337 | 1,232 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $384,538 | 2,217 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $277,537 | 1,496 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $323,657 | 1,606 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $286,637 | 1,311 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $315,286 | 1,292 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $258,715 | 1,218 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||