Valued Wealth Advisors LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2007175
HOLLADAY, UT
Position in MRSH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,000
-$162 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,428
of 1,493 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, 2026Valued Wealth Advisors LLC holds $13,764 across 4 Insurance Brokers names. MRSH ranks #2 (29.1% 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 | $4,000 | 24 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,162 | 24 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,823 | 26 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,053 | 35 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,182 | 42 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,273 | 38 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,071 | 38 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,031 | 36 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,321 | 30 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,561 | 27 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,410 | 18 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||