Pine Valley Investments Ltd Liability Co

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1975417 MARLTON, NJ

Position in MRSH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$344,506

-$312 QoQ

Shares Held

2,067

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#984

of 1,495 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $6,267,163 across 4 Insurance Brokers names. MRSH ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	10,217	$3,388,876
2	AJG	Arthur J. Gallagher & Co.	9,254	$2,124,440
3	BRO	Brown & Brown, Inc.	6,381	$409,341
4	MRSH	Marsh & Mclennan Companies, Inc. This page	2,067	$344,506

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,506	2,067	+4.0%	Shares	Sole	2026-07-24
2026-03-31	$344,818	1,988	+2.9%	Shares	Sole	2026-06-08
2025-12-31	$358,424	1,932	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$388,952	1,930	+7.8%	Shares	Sole	2026-02-17
2025-06-30	$391,584	1,791	-0.6%	Shares	Sole	2026-02-17
2025-03-31	$439,498	1,801	-9.0%	Shares	Sole	2026-02-17
2024-12-31	$420,571	1,980	-0.2%	Shares	Sole	2025-02-04
2024-09-30	$442,610	1,984	-7.4%	Shares	Sole	2024-11-25
2024-06-30	$451,572	2,143	-5.3%	Shares	Sole	2024-07-30
2024-03-31	$465,926	2,262	-7.8%	Shares	Sole	2024-05-08
2023-12-31	$464,959	2,454	-3.3%	Shares	Sole	2024-02-14
2023-09-30	$482,981	2,538	-2.3%	Shares	Sole	2023-11-08
2023-06-30	$488,631	2,598	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$432,530	2,597	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.