CREATIVE FINANCIAL DESIGNS INC /ADV
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 819864
KOKOMO, IN
Position in MRSH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$20,833
+$18,232 QoQ
Shares Held
125
+733.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,343
of 1,495 holders
Holding Since
Jun 2020
21 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $40,408 across 5 Insurance Brokers names. MRSH ranks #1 (51.6% of the industry book) .
All Filings in MRSH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,833 | 125 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,601 | 15 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,266 | 23 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,270 | 46 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,494 | 48 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,082 | 70 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,107 | 57 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,716 | 57 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,214 | 20 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,119 | 20 | Shares | Sole | 2024-05-01 | |
| 2022-12-31 | $10,094 | 61 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $9,106 | 61 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,470 | 61 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,270 | 72 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $17,555 | 101 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $305,434 | 2,017 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $278,265 | 1,978 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $586,467 | 4,815 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,287 | 11 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,261 | 11 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,181 | 11 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||