VALLEY NATIONAL ADVISERS INC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 773411
BETHLEHEM, PA
Position in MRSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$166
+$161 QoQ
Shares Held
1
-96.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,491
of 1,495 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $70,685 across 5 Insurance Brokers names. MRSH ranks #5 (0.2% of the industry book) .
All Filings in MRSH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166 | 1 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5 | 32 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $2,015 | 10 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $2,196 | 9 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $28,025 | 133 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $23,893 | 116 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $25,199 | 133 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,709 | 30 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3 | 13 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1 | 3 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $496 | 3 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $447 | 3 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||