Diversify Advisory Services, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2021232
SANDY, UT
Position in MRSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$452,842
-$643,766 QoQ
Shares Held
2,717
-54.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#896
of 1,495 holders
Holding Since
Mar 2024
8 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, 2026Diversify Advisory Services, LLC holds $2,214,567 across 4 Insurance Brokers names. MRSH ranks #2 (20.4% of the industry book) .
All Filings in MRSH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,842 | 2,717 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,096,608 | 5,911 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,099,749 | 5,457 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,398,421 | 6,396 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $744,284 | 3,504 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $928,723 | 4,163 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $918,107 | 4,357 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,058,943 | 5,141 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||