D.A. DAVIDSON & CO.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1080107 GREAT FALLS, MT

Position in MRSH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$697,013

-$339,350 QoQ

Shares Held

4,182

-30.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#780

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $7,314,041 across 5 Insurance Brokers names. MRSH ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	18,764	$4,904,346
2	AJG	Arthur J. Gallagher & Co.	3,049	$699,958
3	MRSH	Marsh & Mclennan Companies, Inc. This page	4,182	$697,013
4	AON	Aon plc	1,950	$646,795
5	CRVL	Corvel Corp	5,853	$365,929

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,013	4,182	-30.0%	Shares	Sole	2026-07-24
2026-03-31	$1,036,363	5,975	-1.0%	Shares	Sole	2026-05-05
2025-12-31	$1,119,798	6,036	+33.7%	Shares	Sole	2026-01-29
2025-09-30	$909,706	4,514	+1.2%	Shares	Sole	2025-10-22
2025-06-30	$975,134	4,460	-6.5%	Shares	Sole	2025-07-30
2025-03-31	$1,164,511	4,772	-13.0%	Shares	Sole	2025-04-28
2024-12-31	$1,164,856	5,484	-3.2%	Shares	Sole	2025-01-31
2024-09-30	$1,263,581	5,664	-16.3%	Shares	Sole	2024-11-13
2024-06-30	$1,425,099	6,763	+20.4%	Shares	Sole	2024-08-01
2024-03-31	$1,156,989	5,617	-3.0%	Shares	Sole	2024-05-13
2023-12-31	$1,096,652	5,788	-21.5%	Shares	Sole	2024-02-09
2023-09-30	$1,402,701	7,371	-1.0%	Shares	Sole	2023-11-08
2023-06-30	$1,400,067	7,444	+14.4%	Shares	Sole	2023-08-11
2023-03-31	$1,083,740	6,507	+47.3%	Shares	Sole	2023-04-25
2022-12-31	$730,925	4,417	+9.3%	Shares	Sole	2023-02-03
2022-09-30	$603,579	4,043	+2.4%	Shares	Sole	2022-11-07
2022-06-30	$613,237	3,950	+5.6%	Shares	Sole	2022-07-28
2022-03-31	$637,541	3,741	+2.2%	Shares	Sole	2022-05-12
2021-12-31	$636,528	3,662	+0.6%	Shares	Sole	2022-01-31
2021-09-30	$551,205	3,640	-1.0%	Shares	Sole	2021-11-15
2021-06-30	$517,280	3,677	-1.1%	Shares	Sole	2021-08-10
2021-03-31	$452,852	3,718	+2.3%	Shares	Sole	2021-05-07
2020-12-31	$425,295	3,635	0.0%	Shares	Sole	2021-02-10
2020-09-30	$416,934	3,635	0.0%	Shares	Sole	2020-11-02
2020-06-30	$390,289	3,635	+3.5%	Shares	Sole	2020-08-10
2020-03-31	$303,647	3,512	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.