RICHARDSON FINANCIAL SERVICES INC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2012303
MEDWAY, MA
Position in MRSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$666
-$59,346 QoQ
Shares Held
4
-98.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,479
of 1,493 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $34,616 across 3 Insurance Brokers names. MRSH ranks #2 (1.9% of the industry book) .
All Filings in MRSH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666 | 4 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $60,012 | 346 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $75,321 | 406 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $82,022 | 407 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $104,072 | 476 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $112,497 | 461 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $97,920 | 461 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $61,348 | 275 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $56,893 | 270 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,328 | 55 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,473 | 50 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||