Advyzon Investment Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2011872
LISLE, IL
Position in MRSH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$896,041
+$270,839 QoQ
Shares Held
5,166
+53.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Advyzon Investment Management, LLC holds $1,664,526 across 3 Insurance Brokers names. MRSH ranks #1 (53.8% of the industry book) .
All Filings in MRSH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $896,041 | 5,166 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $625,202 | 3,370 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $546,146 | 2,710 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $544,413 | 2,490 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $581,767 | 2,384 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $239,598 | 1,128 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||