MAINSAIL ASSET MANAGEMENT, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2016972
BIRMINGHAM, AL
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$353,673
+$91,417 QoQ
Shares Held
2,122
+40.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#971
of 1,493 holders
Holding Since
Mar 2026
2 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, 2026MAINSAIL ASSET MANAGEMENT, LLC holds $660,154 across 2 Insurance Brokers names. MRSH ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,122 | $353,673 | |
| 2 | AON |
Aon plc
|
924 | $306,481 |
All Filings in MRSH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,673 | 2,122 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $262,256 | 1,512 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||