Broadway Wealth Solutions, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2021265
San Antonio, TX
Position in MRSH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$994,353
+$108,544 QoQ
Shares Held
5,966
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#696
of 1,495 holders
Holding Since
Dec 2024
7 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, 2026Broadway Wealth Solutions, Inc. holds $1,339,642 across 2 Insurance Brokers names. MRSH ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
5,966 | $994,353 | |
| 2 | AON |
Aon plc
|
1,041 | $345,289 |
All Filings in MRSH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,353 | 5,966 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $885,809 | 5,107 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $949,120 | 5,116 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,034,453 | 5,133 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,122,279 | 5,133 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,252,605 | 5,133 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,084,777 | 5,107 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||