SmartHarvest Portfolios, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2066604
SEATTLE, WA
Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$212,504
-$62,807 QoQ
Shares Held
1,275
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,169
of 1,495 holders
Holding Since
Dec 2025
2 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, 2026SmartHarvest Portfolios, LLC holds $1,946,417 across 6 Insurance Brokers names. MRSH ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
3,073 | $803,190 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,915 | $439,626 | |
| 3 | AON |
Aon plc
|
797 | $264,356 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,275 | $212,504 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,279 | $210,347 | |
| 6 | HUIZ |
Huize Holding Ltd
|
14,770 | $16,394 |
All Filings in MRSH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,504 | 1,275 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $275,311 | 1,484 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||