Position in MRSH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$402,841
-$68,422 QoQ
Shares Held
2,417
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#938
of 1,495 holders
Holding Since
Jun 2024
9 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, 2026Savvy Advisors, Inc. holds $2,466,274 across 5 Insurance Brokers names. MRSH ranks #3 (16.3% of the industry book) .
All Filings in MRSH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,841 | 2,417 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $471,263 | 2,717 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $463,057 | 2,496 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $366,986 | 1,821 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $445,588 | 2,038 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $390,692 | 1,601 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $332,846 | 1,567 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $660,792 | 2,962 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $244,645 | 1,161 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||