LeClair Wealth Partners LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2056667
DUBLIN, OH
Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$303,672
-$33,974 QoQ
Shares Held
1,822
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,024
of 1,495 holders
Holding Since
Dec 2024
6 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, 2026LeClair Wealth Partners LLC holds $1,091,104 across 2 Insurance Brokers names. MRSH ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,374 | $787,432 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,822 | $303,672 |
All Filings in MRSH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,672 | 1,822 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $337,646 | 1,820 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $366,784 | 1,820 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $397,924 | 1,820 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $444,378 | 1,821 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $386,798 | 1,821 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||