OPPENHEIMER ASSET MANAGEMENT INC.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1269119 NEW YORK, NY

Position in MRSH

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$16,645,646

+$846,950 QoQ

Shares Held

95,968

+12.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Mar 31, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $27,135,434 across 5 Insurance Brokers names. MRSH ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	95,968	$16,645,646
2	AON	Aon plc	26,392	$8,518,809
3	GSHD	Goosehead Insurance, Inc.	27,473	$1,171,996
4	BRO	Brown & Brown, Inc.	6,148	$400,910
5	AJG	Arthur J. Gallagher & Co.	1,838	$398,073

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,645,646	95,968	+12.7%	Shares	Other	2026-04-24
2025-12-31	$15,798,696	85,159	-4.7%	Shares	Other	2026-02-02
2025-09-30	$18,004,082	89,337	+13.0%	Shares	Other	2025-11-06
2025-06-30	$17,292,016	79,089	-2.0%	Shares	Other	2025-07-31
2025-03-31	$19,685,164	80,667	+15.5%	Shares	Other	2025-04-23
2024-12-31	$14,829,188	69,814	+0.4%	Shares	Other	2025-02-05
2024-09-30	$15,509,214	69,520	+0.3%	Shares	Other	2024-11-05
2024-06-30	$14,607,950	69,324	+41.0%	Shares	Other	2024-08-08
2024-03-31	$10,125,356	49,157	-19.1%	Shares	Other	2024-05-07
2023-12-31	$11,505,751	60,726	-0.7%	Shares	Other	2024-02-13
2023-09-30	$11,634,179	61,136	+2.6%	Shares	Other	2023-11-08
2023-06-30	$11,207,120	59,587	-6.4%	Shares	Other	2023-08-03
2023-03-31	$10,599,905	63,644	+6.6%	Shares	Other	2023-05-10
2022-12-31	$9,875,182	59,676	+11.3%	Shares	Other	2023-02-07
2022-09-30	$8,003,733	53,612	+8.8%	Shares	Other	2022-11-14
2022-06-30	$7,650,097	49,276	-5.6%	Shares	Other	2022-08-08
2022-03-31	$8,891,319	52,173	+6.8%	Shares	Other	2022-05-12
2021-12-31	$8,493,362	48,863	+5.9%	Shares	Other	2022-02-02
2021-09-30	$6,989,400	46,156	-3.8%	Shares	Other	2021-11-12
2021-06-30	$6,752,356	47,998	+2.9%	Shares	Other	2021-08-03
2021-03-31	$5,681,113	46,643	+4.2%	Shares	Other	2021-05-17
2020-12-31	$5,238,441	44,773	+1.5%	Shares	Other	2021-02-11
2020-09-30	$5,058,037	44,098	+5.3%	Shares	Other	2020-11-13
2020-06-30	$4,498,584	41,898	+83.3%	Shares	Other	2020-08-11
2020-03-31	$1,976,472	22,860	—	Shares	Other	2020-05-08
No filing history on record for this holder in this stock.