Quadcap Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2009674
Frisco, TX
Position in MRSH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$706,847
-$211,223 QoQ
Shares Held
4,241
-19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#780
of 1,500 holders
Holding Since
Dec 2023
11 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, 2026Quadcap Wealth Management, LLC holds $1,252,838 across 3 Insurance Brokers names. MRSH ranks #1 (56.4% of the industry book) .
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,847 | 4,241 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $918,070 | 5,293 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $968,228 | 5,219 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $994,550 | 4,935 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,085,547 | 4,965 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,122,538 | 4,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,005,336 | 4,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,072,170 | 4,806 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $792,096 | 3,759 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $781,076 | 3,792 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $777,774 | 4,105 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||