Synergy Investment Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$243,671
-$4,361 QoQ
Shares Held
1,462
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,114
of 1,495 holders
Holding Since
Dec 2024
7 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, 2026Synergy Investment Management, LLC holds $260,122 across 4 Insurance Brokers names. MRSH ranks #1 (93.7% of the industry book) .
All Filings in MRSH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,671 | 1,462 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $248,032 | 1,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $264,551 | 1,426 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $287,381 | 1,426 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $311,780 | 1,426 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $347,986 | 1,426 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $303,109 | 1,427 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||