SHELTON CAPITAL MANAGEMENT

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1002784 Denver, CO

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,375,027

-$71,372 QoQ

Shares Held

8,250

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#633

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $2,147,985 across 3 Insurance Brokers names. MRSH ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	8,250	$1,375,027
2	AJG	Arthur J. Gallagher & Co.	1,756	$403,124
3	AON	Aon plc	1,115	$369,834

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,375,027	8,250	-1.1%	Shares	Sole	2026-08-14
2026-03-31	$1,446,399	8,339	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$1,560,965	8,414	-30.9%	Shares	Sole	2026-02-17
2025-09-30	$2,455,038	12,182	+87.8%	Shares	Sole	2025-11-14
2025-06-30	$1,417,880	6,485	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$1,590,099	6,516	-1.2%	Shares	Sole	2025-05-15
2024-12-31	$1,401,481	6,598	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,471,947	6,598	-61.2%	Shares	Sole	2024-11-14
2024-06-30	$3,579,079	16,985	-42.1%	Shares	Sole	2024-08-13
2024-03-31	$6,046,542	29,355	+20.7%	Shares	Sole	2024-05-15
2023-12-31	$4,607,341	24,317	+71.9%	Shares	Sole	2024-02-14
2023-09-30	$2,692,554	14,149	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,661,143	14,149	+357.5%	Shares	Sole	2023-08-10
2023-03-31	$515,139	3,093	-2.1%	Shares	Sole	2023-05-11
2022-12-31	$522,585	3,158	-46.1%	Shares	Sole	2023-02-13
2022-09-30	$874,540	5,858	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$918,303	5,915	0.0%	Shares	Sole	2022-08-11
2022-03-31	$1,008,034	5,915	0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,028,145	5,915	-6.3%	Shares	Sole	2022-02-11
2021-09-30	$955,826	6,312	0.0%	Shares	Sole	2021-11-15
2021-06-30	$887,972	6,312	-50.0%	Shares	Sole	2021-08-12
2021-03-31	$1,537,602	12,624	+95.1%	Shares	Sole	2021-05-14
2020-12-31	$757,107	6,471	-42.1%	Shares	Sole	2021-02-16
2020-09-30	$1,281,313	11,171	+72.6%	Shares	Sole	2020-11-09
2020-06-30	$694,791	6,471	-1.6%	Shares	Sole	2020-08-12
2020-03-31	$568,474	6,575	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.