Cherry Tree Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1985414
MINNETONKA, MN
Position in MRSH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,192
-$640 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $19,843 across 2 Insurance Brokers names. MRSH ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
33 | $10,651 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
53 | $9,192 |
All Filings in MRSH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,192 | 53 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,832 | 53 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $24,586 | 122 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $26,674 | 122 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $32,211 | 132 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $28,038 | 132 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $28,778 | 129 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,182 | 129 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $26,571 | 129 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $24,441 | 129 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,548 | 129 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,739 | 89 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||