Rialto Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2054966
SYRACUSE, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,334
+$2,788 QoQ
Shares Held
254
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,300
of 1,495 holders
Holding Since
Mar 2025
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, 2026Rialto Wealth Management, LLC holds $83,289 across 8 Insurance Brokers names. MRSH ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
254 | $42,334 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
86 | $19,743 | |
| 3 | BRO |
Brown & Brown, Inc.
|
118 | $7,569 | |
| 4 | AON |
Aon plc
|
22 | $7,297 | |
| 5 | WTW |
Willis Towers Watson PLC
|
12 | $3,136 | |
| 6 | CRVL |
Corvel Corp
|
27 | $1,688 | |
| 7 | ERIE |
Erie Indemnity Co
|
4 | $959 | |
| 8 | CRD-A |
Crawford & Co
|
50 | $563 |
All Filings in MRSH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,334 | 254 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $39,546 | 228 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $41,370 | 223 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,216 | 11 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,093 | 5 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $488 | 2 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||