Sone Capital Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2026215
NEW YORK, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,900,551
+$4,253,370 QoQ
Shares Held
65,402
+82.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#298
of 1,500 holders
Holding Since
Dec 2024
4 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, 2026Sone Capital Management, LLC holds $17,603,646 across 2 Insurance Brokers names. MRSH ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
65,402 | $10,900,551 | |
| 2 | WTW |
Willis Towers Watson PLC
|
25,646 | $6,703,095 |
All Filings in MRSH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,900,551 | 65,402 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $6,647,181 | 35,830 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $10,243,939 | 46,853 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $5,949,179 | 28,008 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||