PATRICK M SWEENEY & ASSOCIATES, INC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2010453
LIBERTYVILLE, IL
Position in MRSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$509,343
+$35,131 QoQ
Shares Held
3,056
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#866
of 1,500 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $1,370,584 across 3 Insurance Brokers names. MRSH ranks #1 (37.2% 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 | $509,343 | 3,056 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $474,212 | 2,734 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $497,935 | 2,684 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $493,546 | 2,449 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $527,578 | 2,413 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $577,863 | 2,368 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $502,986 | 2,368 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $528,277 | 2,368 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $498,984 | 2,368 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $440,385 | 2,138 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $405,086 | 2,138 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||