Frank, Rimerman Advisors LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1977560
Palo Alto, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$519,177
-$520,482 QoQ
Shares Held
3,115
-48.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#855
of 1,500 holders
Holding Since
Dec 2023
11 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, 2026Frank, Rimerman Advisors LLC holds $3,188,756 across 4 Insurance Brokers names. MRSH ranks #3 (16.3% of the industry book) .
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,177 | 3,115 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,039,659 | 5,994 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,114,604 | 6,008 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $632,199 | 3,137 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $742,282 | 3,395 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $926,093 | 3,795 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $762,551 | 3,590 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $801,785 | 3,594 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $719,608 | 3,415 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,973 | 29 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,494 | 29 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||