Yanni & Associates Investment Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2109644
WEXFORD, PA
Position in MRSH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$530,010
-$21,561 QoQ
Shares Held
3,180
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#848
of 1,495 holders
Holding Since
Dec 2025
3 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, 2026Yanni & Associates Investment Advisors, LLC holds $1,124,398 across 2 Insurance Brokers names. MRSH ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,792 | $594,388 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
3,180 | $530,010 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,010 | 3,180 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $551,571 | 3,180 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $589,953 | 3,180 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||