PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 12600 DES MOINES, IA

Position in MRSH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,451,362

+$68,446 QoQ

Shares Held

8,708

+9.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#615

of 1,495 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $7,617,460 across 4 Insurance Brokers names. MRSH ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	18,196	$4,177,255
2	MRSH	Marsh & Mclennan Companies, Inc. This page	8,708	$1,451,362
3	AON	Aon plc	4,140	$1,373,196
4	BRO	Brown & Brown, Inc.	9,597	$615,647

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,451,362	8,708	+9.2%	Shares	Sole	2026-08-04
2026-03-31	$1,382,916	7,973	+10.5%	Shares	Sole	2026-05-13
2025-12-31	$1,338,897	7,217	-9.9%	Shares	Sole	2026-02-12
2025-09-30	$1,613,449	8,006	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$1,694,897	7,752	+20.7%	Shares	Sole	2025-08-11
2025-03-31	$1,567,160	6,422	0.0%	Shares	Sole	2025-04-30
2024-12-31	$1,364,097	6,422	+6.6%	Shares	Sole	2025-01-30
2024-09-30	$1,344,117	6,025	+8.9%	Shares	Sole	2024-10-28
2024-06-30	$1,165,703	5,532	+7.1%	Shares	Sole	2024-07-31
2024-03-31	$1,063,680	5,164	+12.8%	Shares	Sole	2024-05-10
2023-12-31	$867,393	4,578	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.