HARBOUR INVESTMENTS, INC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 810121
MADISON, WI
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$338,506
-$33,891 QoQ
Shares Held
2,031
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#993
of 1,500 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $1,371,956 across 7 Insurance Brokers names. MRSH ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,273 | $751,382 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,031 | $338,506 | |
| 3 | AON |
Aon plc
|
485 | $160,869 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,472 | $94,428 | |
| 5 | WTW |
Willis Towers Watson PLC
|
98 | $25,614 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
20 | $970 | |
| 7 | CRVL |
Corvel Corp
|
3 | $187 |
All Filings in MRSH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,506 | 2,031 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $372,397 | 2,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $234,497 | 1,264 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $281,134 | 1,395 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $399,018 | 1,825 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $305,769 | 1,253 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $256,803 | 1,209 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $264,138 | 1,184 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $257,499 | 1,222 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $207,627 | 1,008 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $171,470 | 905 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $160,042 | 841 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $159,303 | 847 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $139,402 | 837 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $139,334 | 842 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $117,192 | 785 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $121,871 | 785 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $117,849 | 678 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $238,199 | 1,573 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $188,511 | 1,340 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $137,025 | 1,125 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||