ZACKS INVESTMENT MANAGEMENT

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1086483 Chicago, IL

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$33,663,173

-$988,147 QoQ

Shares Held

201,975

+1.1% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#165

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

ZACKS INVESTMENT MANAGEMENT holds $99,808,334 across 3 Insurance Brokers names. MRSH ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	288,036	$66,124,424
2	MRSH	Marsh & Mclennan Companies, Inc. This page	201,975	$33,663,173
3	EHTH	eHealth, Inc.	13,918	$20,737

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,663,173	201,975	+1.1%	Shares	Sole	2026-08-13
2026-03-31	$34,651,320	199,777	+2.6%	Shares	Sole	2026-05-14
2025-12-31	$36,130,947	194,755	-5.3%	Shares	Sole	2026-02-17
2025-09-30	$41,431,342	205,584	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$42,625,179	194,956	+0.4%	Shares	Sole	2025-08-12
2025-03-31	$47,368,419	194,109	+3.4%	Shares	Sole	2025-05-14
2024-12-31	$39,866,595	187,687	-13.2%	Shares	Sole	2025-02-13
2024-09-30	$48,258,605	216,319	+13.8%	Shares	Sole	2024-11-14
2024-06-30	$40,040,382	190,017	+9.3%	Shares	Sole	2024-08-14
2024-03-31	$35,810,240	173,853	+6.8%	Shares	Sole	2024-05-15
2023-12-31	$30,850,642	162,826	+1.0%	Shares	Sole	2024-02-14
2023-09-30	$30,694,057	161,293	+2.0%	Shares	Sole	2023-11-14
2023-06-30	$29,740,526	158,127	+2.4%	Shares	Sole	2023-08-15
2023-03-31	$25,727,977	154,476	+4.5%	Shares	Sole	2023-05-15
2022-12-31	$24,454,468	147,779	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$21,730,801	145,561	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$23,200,249	149,438	+5.9%	Shares	Sole	2022-08-15
2022-03-31	$24,041,149	141,070	+5.9%	Shares	Sole	2022-05-13
2021-12-31	$23,164,643	133,268	+1.8%	Shares	Sole	2022-02-15
2021-09-30	$19,832,787	130,970	+1.7%	Shares	Sole	2021-11-15
2021-06-30	$18,120,568	128,807	+4.1%	Shares	Sole	2021-08-16
2021-03-31	$15,076,404	123,780	-2.2%	Shares	Sole	2021-05-17
2020-12-31	$14,802,606	126,518	-0.6%	Shares	Sole	2021-02-16
2020-09-30	$14,601,539	127,302	+7.1%	Shares	Sole	2020-11-16
2020-06-30	$12,758,132	118,824	-6.2%	Shares	Sole	2020-08-14
2020-03-31	$10,948,775	126,634	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.