Advisors Asset Management, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1297376 Monument, CO

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,107,435

-$168,220 QoQ

Shares Held

30,644

+0.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#404

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

Advisors Asset Management, Inc. holds $5,749,892 across 4 Insurance Brokers names. MRSH ranks #1 (88.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	30,644	$5,107,435
2	AJG	Arthur J. Gallagher & Co.	2,023	$464,420
3	BRO	Brown & Brown, Inc.	2,733	$175,321
4	GSHD	Goosehead Insurance, Inc.	56	$2,716

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,107,435	30,644	+0.7%	Shares	Sole	2026-08-14
2026-03-31	$5,275,655	30,416	-10.5%	Shares	Sole	2026-05-15
2025-12-31	$6,304,526	33,983	+13.0%	Shares	Sole	2026-02-12
2025-09-30	$6,061,619	30,078	+15.8%	Shares	Sole	2025-11-06
2025-06-30	$5,678,518	25,972	+17.3%	Shares	Sole	2025-08-12
2025-03-31	$5,401,115	22,133	-21.1%	Shares	Sole	2025-05-15
2024-12-31	$5,957,888	28,049	-19.9%	Shares	Sole	2025-02-10
2024-09-30	$7,809,488	35,006	-28.1%	Shares	Sole	2024-11-08
2024-06-30	$10,263,539	48,707	-23.2%	Shares	Sole	2024-08-14
2024-03-31	$13,059,337	63,401	-19.7%	Shares	Sole	2024-05-14
2023-12-31	$14,963,961	78,978	-9.4%	Shares	Sole	2024-02-14
2023-09-30	$16,592,447	87,191	-10.7%	Shares	Sole	2023-11-14
2023-06-30	$18,356,419	97,599	-7.4%	Shares	Sole	2023-08-14
2023-03-31	$17,547,374	105,358	-6.7%	Shares	Sole	2023-05-12
2022-12-31	$18,686,994	112,926	-6.4%	Shares	Sole	2023-02-13
2022-09-30	$18,013,331	120,660	+1.1%	Shares	Sole	2022-11-08
2022-06-30	$18,535,608	119,392	-6.7%	Shares	Sole	2022-08-08
2022-03-31	$21,807,113	127,961	-2.0%	Shares	Sole	2022-05-17
2021-12-31	$22,687,681	130,524	+2.4%	Shares	Sole	2022-02-15
2021-09-30	$19,310,505	127,521	-13.9%	Shares	Sole	2021-11-12
2021-06-30	$20,829,784	148,065	-8.2%	Shares	Sole	2021-07-30
2021-03-31	$19,651,090	161,339	-9.4%	Shares	Sole	2021-05-07
2020-12-31	$20,824,362	177,986	-6.3%	Shares	Sole	2021-02-12
2020-09-30	$21,786,806	189,946	-5.8%	Shares	Sole	2020-11-16
2020-06-30	$21,656,099	201,696	-3.1%	Shares	Sole	2020-08-12
2020-03-31	$18,003,392	208,228	—	Shares	Sole	2026-08-21
No filing history on record for this holder in this stock.