Position in MRSH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$105,335
-$167,501 QoQ
Shares Held
632
-59.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,204
of 1,470 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $326,251 across 10 Insurance Brokers names. MRSH ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
567 | $188,068 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
632 | $105,335 | |
| 3 | BRO |
Brown & Brown, Inc.
|
167 | $10,713 | |
| 4 | CRVL |
Corvel Corp
|
125 | $7,815 | |
| 5 | WTW |
Willis Towers Watson PLC
|
23 | $6,011 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
19 | $4,361 | |
| 7 | ERIE |
Erie Indemnity Co
|
11 | $2,637 | |
| 8 | SLQT |
SelectQuote, Inc.
|
877 | $737 |
All Filings in MRSH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,335 | 632 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $272,836 | 1,573 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $58,067 | 313 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $100,160 | 497 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,089 | 37 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,249 | 42 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,310 | 25 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,500 | 65 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,911 | 85 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,508 | 85 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,104 | 85 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $149,956 | 788 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $148,207 | 788 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $133,739 | 803 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $130,398 | 788 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||