GREENLEAF TRUST

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1162170 KALAMAZOO, MI

Position in MRSH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,213,690

-$213,455 QoQ

Shares Held

7,282

-11.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#655

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

GREENLEAF TRUST holds $3,620,835 across 5 Insurance Brokers names. MRSH ranks #1 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	7,282	$1,213,690
2	AON	Aon plc	3,342	$1,108,507
3	AJG	Arthur J. Gallagher & Co.	2,549	$585,173
4	BRO	Brown & Brown, Inc.	7,459	$478,494
5	WTW	Willis Towers Watson PLC	899	$234,971

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,213,690	7,282	-11.5%	Shares	Sole	2026-07-21
2026-03-31	$1,427,145	8,228	-12.6%	Shares	Sole	2026-04-27
2025-12-31	$1,746,299	9,413	+6.5%	Shares	Sole	2026-01-21
2025-09-30	$1,780,517	8,835	-7.1%	Shares	Sole	2025-10-22
2025-06-30	$2,078,391	9,506	-11.3%	Shares	Sole	2025-07-17
2025-03-31	$2,615,025	10,716	+4.9%	Shares	Sole	2025-04-30
2024-12-31	$2,169,343	10,213	-0.3%	Shares	Defined	2025-01-24
2024-09-30	$2,286,003	10,247	+1.0%	Shares	Defined	2024-10-22
2024-06-30	$2,137,332	10,143	+2.3%	Shares	Defined	2024-07-22
2024-03-31	$2,042,291	9,915	+1.5%	Shares	Defined	2024-04-29
2023-12-31	$1,851,500	9,772	+2.7%	Shares	Defined	2024-01-31
2023-09-30	$1,810,894	9,516	+2.5%	Shares	Defined	2023-11-09
2023-06-30	$1,746,887	9,288	-6.1%	Shares	Defined	2023-08-09
2023-03-31	$1,647,179	9,890	-1.2%	Shares	Defined	2023-05-11
2022-12-31	$1,655,958	10,007	+3.3%	Shares	Defined	2023-01-25
2022-09-30	$1,446,620	9,690	+15.5%	Shares	Defined	2022-11-10
2022-06-30	$1,301,926	8,386	+5.2%	Shares	Defined	2022-08-12
2022-03-31	$1,359,099	7,975	+18.6%	Shares	Defined	2022-04-27
2021-12-31	$1,169,113	6,726	+4.9%	Shares	Defined	2022-02-11
2021-09-30	$971,272	6,414	+5.1%	Shares	Defined	2021-11-12
2021-06-30	$858,429	6,102	+3.0%	Shares	Defined	2021-08-10
2021-03-31	$721,299	5,922	+13.4%	Shares	Defined	2021-04-30
2020-12-31	$611,208	5,224	-2.3%	Shares	Defined	2021-02-08
2020-09-30	$613,415	5,348	+15.9%	Shares	Defined	2020-10-30
2020-06-30	$495,512	4,615	+27.8%	Shares	Defined	2020-08-12
2020-03-31	$312,293	3,612	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.