CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1034642 PASADENA, CA

Position in MRSH

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$1,201,524

-$48,877 QoQ

Shares Held

7,209

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#657

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Financial Services · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $11,329,301 across 3 Insurance Brokers names. MRSH ranks #2 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	28,607	$9,488,655
2	MRSH	Marsh & Mclennan Companies, Inc. This page	7,209	$1,201,524
3	AJG	Arthur J. Gallagher & Co.	2,784	$639,122

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,201,524	7,209	0.0%	Shares	Sole	2026-08-20
2026-03-31	$1,250,401	7,209	-0.2%	Shares	Sole	2026-05-06
2025-12-31	$1,340,382	7,225	-1.4%	Shares	Sole	2026-02-11
2025-09-30	$1,477,214	7,330	-2.2%	Shares	Sole	2025-11-12
2025-06-30	$1,639,362	7,498	-1.9%	Shares	Sole	2025-07-30
2025-03-31	$1,864,389	7,640	+0.1%	Shares	Sole	2025-05-06
2024-12-31	$1,621,537	7,634	-0.5%	Shares	Sole	2025-02-05
2024-09-30	$1,711,992	7,674	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,617,065	7,674	-14.5%	Shares	Sole	2024-08-07
2024-03-31	$1,848,464	8,974	-1.1%	Shares	Sole	2024-04-17
2023-12-31	$1,719,250	9,074	-0.4%	Shares	Sole	2024-02-06
2023-09-30	$1,733,442	9,109	-6.2%	Shares	Sole	2023-11-13
2023-06-30	$1,826,068	9,709	0.0%	Shares	Sole	2023-08-04
2023-03-31	$1,617,033	9,709	0.0%	Shares	Sole	2023-05-05
2022-12-31	$1,606,645	9,709	-0.4%	Shares	Sole	2023-02-03
2022-09-30	$1,455,577	9,750	-0.3%	Shares	Sole	2022-11-07
2022-06-30	$1,517,568	9,775	+0.1%	Shares	Sole	2022-08-04
2022-03-31	$1,663,640	9,762	0.0%	Shares	Sole	2022-05-03
2021-12-31	$1,696,830	9,762	-4.7%	Shares	Sole	2022-02-11
2021-09-30	$1,551,703	10,247	-7.2%	Shares	Sole	2021-11-02
2021-06-30	$1,554,091	11,047	-6.8%	Shares	Sole	2021-08-05
2021-03-31	$1,442,964	11,847	0.0%	Shares	Sole	2021-05-07
2020-12-31	$1,386,099	11,847	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,358,850	11,847	-13.8%	Shares	Sole	2020-10-30
2020-06-30	$1,476,015	13,747	-3.6%	Shares	Sole	2020-08-06
2020-03-31	$1,233,092	14,262	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.