Frazier Financial Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2002745
COLUMBUS, OH
Position in MRSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$36,834
-$1,498 QoQ
Shares Held
221
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,310
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, 2026Frazier Financial Advisors, LLC holds $73,322 across 3 Insurance Brokers names. MRSH ranks #1 (50.2% 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 | $36,834 | 221 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $38,332 | 221 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $33,579 | 181 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,476 | 181 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $39,792 | 182 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $38,800 | 159 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $37,808 | 178 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $39,710 | 178 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $43,197 | 205 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $39,960 | 194 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,378 | 192 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||