Boreal Capital Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2080094
MIAMI, FL
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,833
-$563 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,372
of 1,500 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Boreal Capital Management LLC holds $247,356 across 4 Insurance Brokers names. MRSH ranks #4 (5.6% of the industry book) .
All Filings in MRSH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,833 | 83 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,396 | 83 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,398 | 83 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,726 | 83 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $7,871 | 36 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||