Provenance Wealth Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,500
+$338 QoQ
Shares Held
27
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,424
of 1,495 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $56,120 across 4 Insurance Brokers names. MRSH ranks #2 (8.0% of the industry book) .
All Filings in MRSH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,500 | 27 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,162 | 24 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,452 | 24 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,836 | 24 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,247 | 24 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,856 | 24 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $5,097 | 24 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $5,354 | 24 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $5,057 | 24 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $4,943 | 24 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $8,905 | 47 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $4,757 | 25 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||