SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / MRSH

Strategic Wealth Investment Group, LLC’s Marsh & Mclennan Cos Inc Position

Does Strategic Wealth Investment Group, LLC own Marsh & Mclennan Cos Inc (MRSH)? Yes — 54.6K shares worth $9M (+1.20% of its 13F portfolio) as of Q1 2026, up from 53.4K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
54.6K
% of Portfolio
+1.20%
Quarters Held
9
currently held

Position History MRSH

Reported value by quarter
Q4 ’23: $519,527Q4 ’23Q2 ’24: $7MQ3 ’24: $13MQ3 ’24Q4 ’24: $13MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $15MQ3 ’25Q4 ’25: $10MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.6K$9M+1.20%
Q4 202553.4K$10M+1.22%
Q3 202576.0K$15M+1.29%
Q2 20255.6K$1M+1.78%
Q1 20255.3K$1M+2.23%
Q4 202459.1K$13M+0.46%
Q3 202459.8K$13M+1.43%
Q2 202434.5K$7M+0.92%
Q4 20232.7K$519,527+0.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of MRSH.