HFM Investment Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2067972 GLASSBORO, NJ

Position in MRSH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,166

+$952 QoQ

Shares Held

+85.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,457

of 1,495 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HFM Investment Advisors, LLC holds $11,012 across 6 Insurance Brokers names. MRSH ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	14	$4,643
2	MRSH	Marsh & Mclennan Companies, Inc. This page	13	$2,166
3	WTW	Willis Towers Watson PLC	8	$2,090
4	AJG	Arthur J. Gallagher & Co.	7	$1,606
5	BRO	Brown & Brown, Inc.	5	$320
6	CRVL	Corvel Corp	3	$187

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,166	13	+85.7%	Shares	Sole	2026-08-04
2026-03-31	$1,214	7	+40.0%	Shares	Sole	2026-05-01
2025-12-31	$927	5	0.0%	Shares	Sole	2026-02-05
2025-09-30	$1,007	5	-37.5%	Shares	Sole	2025-11-12
2025-06-30	$1,749	8	+166.7%	Shares	Sole	2025-07-22
2025-03-31	$732	3	—	Shares	Sole	2025-05-16
No filing history on record for this holder in this stock.