Ashton Thomas Private Wealth, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2019663
SCOTTSDALE, AZ
Position in MRSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,107,708
+$262,894 QoQ
Shares Held
12,646
+18.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#543
of 1,495 holders
Holding Since
Dec 2022
15 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, 2026Ashton Thomas Private Wealth, LLC holds $4,054,208 across 4 Insurance Brokers names. MRSH ranks #1 (52.0% of the industry book) .
All Filings in MRSH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,107,708 | 12,646 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,844,814 | 10,636 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,947,032 | 10,495 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,051,776 | 10,181 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,739,499 | 7,956 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,638,905 | 6,716 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,284,443 | 6,047 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $583,380 | 2,615 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $411,746 | 1,954 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $641,833 | 3,116 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $535,442 | 2,826 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $458,623 | 2,410 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $469,071 | 2,494 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $269,977 | 1,621 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $819,456 | 4,952 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||