Cornerstone Financial Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2110329
PROVIDENCE, RI
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,166
+$4,657 QoQ
Shares Held
55
+111.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,396
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, 2026Cornerstone Financial Management LLC holds $87,532 across 7 Insurance Brokers names. MRSH ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
120 | $39,802 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
56 | $12,855 | |
| 3 | BRO |
Brown & Brown, Inc.
|
181 | $11,611 | |
| 4 | WTW |
Willis Towers Watson PLC
|
37 | $9,670 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
55 | $9,166 | |
| 6 | CRVL |
Corvel Corp
|
44 | $2,750 | |
| 7 | ERIE |
Erie Indemnity Co
|
7 | $1,678 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,166 | 55 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,509 | 26 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,122 | 33 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||