QTR Family Wealth, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2067954
LAKE MARY, FL
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$354,507
-$64,895 QoQ
Shares Held
2,127
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#975
of 1,500 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $983,391 across 2 Insurance Brokers names. MRSH ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,896 | $628,884 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,127 | $354,507 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,507 | 2,127 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $419,402 | 2,418 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $259,171 | 1,397 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||