1015 Capital Partners, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2133991 NARBERTH, PA

Position in MRSH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$261,838

-$9,958 QoQ

Shares Held

1,571

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,083

of 1,495 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

1015 Capital Partners, LLC holds $286,579 across 5 Insurance Brokers names. MRSH ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	1,571	$261,838
2	AJG	Arthur J. Gallagher & Co.	81	$18,595
3	AON	Aon plc	14	$4,643
4	WTW	Willis Towers Watson PLC	3	$784
5	ERIE	Erie Indemnity Co	3	$719

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,838	1,571	+0.3%	Shares	Sole	2026-07-21
2026-03-31	$271,796	1,567	0.0%	Shares	Sole	2026-05-11
2025-12-31	$290,709	1,567	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.