Downshift Financial, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2118380 BOULDER, CO

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,500

New position

Shares Held

15

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,452

of 1,495 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Downshift Financial, LLC holds $3,290 across 3 Insurance Brokers names. MRSH ranks #1 (76.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	15	$2,500
2	AJG	Arthur J. Gallagher & Co.	2	$459
3	AON	Aon plc	1	$331

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,500	15	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.