MPWM ADVISORY SOLUTIONS, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2056693
ALPHARETTA, GA
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,500
-$61 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,466
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $3,821 across 2 Insurance Brokers names. MRSH ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
7 | $2,321 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
9 | $1,500 |
All Filings in MRSH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,500 | 9 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,561 | 9 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,669 | 9 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,813 | 9 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,967 | 9 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,196 | 9 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,911 | 9 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||