Dogwood Wealth Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2056922
LENEXA, KS
Position in MRSH
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$12,666
+$8,677 QoQ
Shares Held
76
+230.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,375
of 1,495 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $33,252 across 3 Insurance Brokers names. MRSH ranks #1 (38.1% of the industry book) .
All Filings in MRSH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,666 | 76 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $3,989 | 23 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,307 | 34 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $32,043 | 159 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $405,358 | 1,854 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $719,400 | 2,948 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $549,929 | 2,589 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $506,191 | 2,269 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $204,819 | 972 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $103,401 | 502 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $76,356 | 403 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||