Compound Planning, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1978879
NEW YORK, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$512,842
-$217,382 QoQ
Shares Held
3,077
-26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#859
of 1,495 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, 2026Compound Planning, Inc. holds $1,587,954 across 3 Insurance Brokers names. MRSH ranks #2 (32.3% of the industry book) .
All Filings in MRSH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,842 | 3,077 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $730,224 | 4,210 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $509,808 | 2,748 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $727,523 | 3,610 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $699,648 | 3,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $929,266 | 3,808 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $699,041 | 3,291 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $731,735 | 3,280 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $599,919 | 2,847 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $379,827 | 1,844 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $299,741 | 1,582 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||