LAUREL OAK WEALTH MANAGEMENT, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2111403
MARLTON, NJ
Position in MRSH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$936,018
-$44,668 QoQ
Shares Held
5,616
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#715
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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $936,018 across 1 Insurance Brokers name. MRSH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
5,616 | $936,018 |
All Filings in MRSH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,018 | 5,616 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $980,686 | 5,654 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,050,599 | 5,663 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||