Wilkerson Advisory Group LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2079661
COLUMBIA, MO
Position in MRSH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,167
+$2,077 QoQ
Shares Held
103
+18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,358
of 1,495 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $68,776 across 3 Insurance Brokers names. MRSH ranks #3 (25.0% of the industry book) .
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,167 | 103 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,090 | 87 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,420 | 40 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||