Premier Path Wealth Partners, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1999925
MADISON, NJ
Position in MRSH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$466,676
-$26,615 QoQ
Shares Held
2,800
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#889
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, 2026Premier Path Wealth Partners, LLC holds $721,082 across 2 Insurance Brokers names. MRSH ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,800 | $466,676 | |
| 2 | AON |
Aon plc
|
767 | $254,406 |
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,676 | 2,800 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $493,291 | 2,844 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $467,881 | 2,522 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $513,901 | 2,550 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $610,442 | 2,792 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $650,095 | 2,664 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $564,798 | 2,659 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $593,419 | 2,660 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $560,936 | 2,662 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $558,205 | 2,710 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $550,789 | 2,907 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||