JPL Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,500
-$19,891 QoQ
Shares Held
171
-38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,304
of 1,470 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $210,395 across 9 Insurance Brokers names. MRSH ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
281 | $93,204 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
329 | $75,528 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
171 | $28,500 | |
| 4 | BRO |
Brown & Brown, Inc.
|
152 | $9,750 | |
| 5 | WTW |
Willis Towers Watson PLC
|
6 | $1,567 | |
| 6 | CRVL |
Corvel Corp
|
25 | $1,563 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5 | $242 | |
| 8 | EHTH |
eHealth, Inc.
|
15 | $22 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,500 | 171 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,391 | 279 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $34,864 | 173 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||