Planning Strategies Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2139665 LANCASTER, PA

Position in MRSH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,166

New position

Shares Held

13

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,456

of 1,495 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Planning Strategies Inc. holds $38,274 across 6 Insurance Brokers names. MRSH ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	102	$23,416
2	BRO	Brown & Brown, Inc.	86	$5,516
3	AON	Aon plc	11	$3,648
4	MRSH	Marsh & Mclennan Companies, Inc. This page	13	$2,166
5	WTW	Willis Towers Watson PLC	8	$2,090
6	ERIE	Erie Indemnity Co	6	$1,438

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,166	13	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.