Mosley Wealth Management
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2011849
ANAHEIM, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$312,839
-$12,206 QoQ
Shares Held
1,877
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,017
of 1,494 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $315,542 across 3 Insurance Brokers names. MRSH ranks #1 (99.1% of the industry book) .
All Filings in MRSH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,839 | 1,877 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $325,045 | 1,874 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $347,664 | 1,874 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $432,254 | 2,035 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $453,988 | 2,035 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $428,815 | 2,035 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $419,169 | 2,035 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $385,571 | 2,035 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||