Mowery & Schoenfeld Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$64,501
-$2,797 QoQ
Shares Held
387
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,264
of 1,495 holders
Holding Since
Dec 2023
11 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $280,755 across 2 Insurance Brokers names. MRSH ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
942 | $216,254 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
387 | $64,501 |
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,501 | 387 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $67,298 | 388 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $99,995 | 539 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $113,058 | 561 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $127,248 | 582 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $147,638 | 605 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $123,410 | 581 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $92,136 | 413 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $87,027 | 413 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $85,069 | 413 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,989 | 58 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||