Whipplewood Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2052510
LITTLETON, CO
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,000
-$40,422 QoQ
Shares Held
78
-74.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,374
of 1,495 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $23,732 across 4 Insurance Brokers names. MRSH ranks #1 (54.8% of the industry book) .
All Filings in MRSH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,000 | 78 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $53,422 | 308 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,484 | 8 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $111,067 | 508 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $20,741 | 435 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $107,265 | 505 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||