Wealth Enhancement Trust Services, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in MRSH
as of Sep 30, 2026
· filed Oct 7, 2026
Position Value
$93,388
+$1,220 QoQ
Shares Held
547
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 30 holders
Holding Since
Dec 2025
4 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Sep 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,056,012 across 2 Insurance Brokers names. MRSH ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
4,220 | $962,624 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
547 | $93,388 |
All Filings in MRSH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $93,388 | 547 | Shares | Defined | 2026-10-07 | |
| 2026-06-30 | $92,168 | 553 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $96,958 | 559 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $103,705 | 559 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||