SAGESPRING WEALTH PARTNERS, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2056425
FRANKLIN, TN
Position in MRSH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$764,181
-$308,780 QoQ
Shares Held
4,585
-25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#765
of 1,500 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $2,231,808 across 3 Insurance Brokers names. MRSH ranks #2 (34.2% of the industry book) .
All Filings in MRSH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,181 | 4,585 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,072,961 | 6,186 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $921,292 | 4,966 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,127,560 | 5,595 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,268,549 | 5,802 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,484,922 | 6,085 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,115,152 | 5,250 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||