LRI Investments, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in MRSH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$85,167
+$10,411 QoQ
Shares Held
511
+18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,238
of 1,495 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $575,396 across 7 Insurance Brokers names. MRSH ranks #4 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
693 | $229,860 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
550 | $126,263 | |
| 3 | WTW |
Willis Towers Watson PLC
|
334 | $87,297 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
511 | $85,167 | |
| 5 | BRO |
Brown & Brown, Inc.
|
534 | $34,255 | |
| 6 | CRVL |
Corvel Corp
|
197 | $12,315 | |
| 7 | ERIE |
Erie Indemnity Co
|
1 | $239 |
All Filings in MRSH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,167 | 511 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $74,756 | 431 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $23,189 | 125 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $25,190 | 125 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $55,534 | 254 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $60,030 | 246 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $49,915 | 235 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,647 | 106 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $16,435 | 78 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $16,065 | 78 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||