Bruce G. Allen Investments, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2005409 DENVER, CO

Position in MRSH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$61,334

-$13,943 QoQ

Shares Held

368

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,265

of 1,493 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $198,631 across 7 Insurance Brokers names. MRSH ranks #1 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	368	$61,334
2	AJG	Arthur J. Gallagher & Co.	222	$50,964
3	AON	Aon plc	153	$50,748
4	ERIE	Erie Indemnity Co	56	$13,426
5	WTW	Willis Towers Watson PLC	48	$12,545
6	BRO	Brown & Brown, Inc.	142	$9,109
7	BWIN	Baldwin Insurance Group, Inc.	19	$505

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,334	368	-15.2%	Shares	Sole	2026-07-31
2026-03-31	$75,277	434	-25.6%	Shares	Sole	2026-05-08
2025-12-31	$108,158	583	-21.1%	Shares	Sole	2026-02-10
2025-09-30	$148,930	739	+13.5%	Shares	Sole	2025-10-30
2025-06-30	$142,334	651	-5.9%	Shares	Sole	2025-07-09
2025-03-31	$168,868	692	-2.8%	Shares	Sole	2025-04-14
2024-12-31	$151,235	712	+0.3%	Shares	Sole	2025-01-10
2024-09-30	$158,393	710	-4.8%	Shares	Sole	2024-10-08
2024-06-30	$157,197	746	+5.7%	Shares	Sole	2024-07-12
2024-03-31	$145,421	706	+10.3%	Shares	Sole	2024-04-10
2023-12-31	$121,260	640	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.