Turtle Creek Wealth Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2007171
DALLAS, TX
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$504,843
-$362,060 QoQ
Shares Held
3,029
-39.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#866
of 1,495 holders
Holding Since
Dec 2023
9 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 Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $1,203,325 across 3 Insurance Brokers names. MRSH ranks #1 (42.0% of the industry book) .
All Filings in MRSH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,843 | 3,029 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $866,903 | 4,998 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $899,400 | 4,848 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $685,605 | 3,402 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $456,738 | 2,089 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $414,055 | 1,856 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $379,717 | 1,802 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $338,425 | 1,643 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $86,777 | 458 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||