MOTCO

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1306333 SAN ANTONIO, TX

Position in MRSH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,278,918

+$4,233,995 QoQ

Shares Held

25,673

+9812.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#428

of 1,494 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOTCO holds $14,607,941 across 5 Insurance Brokers names. MRSH ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	31,056	$10,300,963
2	MRSH	Marsh & Mclennan Companies, Inc. This page	25,673	$4,278,918
3	AJG	Arthur J. Gallagher & Co.	118	$27,089
4	WTW	Willis Towers Watson PLC	2	$522
5	BRO	Brown & Brown, Inc.	7	$449

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,278,918	25,673	+9812.4%	Shares	Sole	2026-07-31
2026-03-31	$44,923	259	-8.8%	Shares	Sole	2026-04-22
2025-12-31	$52,687	284	0.0%	Shares	Sole	2026-02-06
2025-09-30	$57,234	284	-28.6%	Shares	Sole	2025-10-22
2025-06-30	$87,018	398	+5.6%	Shares	Sole	2025-08-01
2025-03-31	$91,998	377	+169.3%	Shares	Sole	2025-05-07
2024-12-31	$29,737	140	-92.3%	Shares	Sole	2025-02-05
2024-09-30	$407,585	1,827	+4.0%	Shares	Sole	2024-11-05
2024-06-30	$370,024	1,756	+7.3%	Shares	Sole	2024-08-07
2024-03-31	$336,983	1,636	+40800.0%	Shares	Sole	2024-05-09
2023-12-31	$757	4	-98.9%	Shares	Sole	2024-02-09
2023-09-30	$70,791	372	+402.7%	Shares	Sole	2023-11-07
2023-06-30	$13,917	74	+8.8%	Shares	Sole	2023-08-04
2023-03-31	$11,325	68	0.0%	Shares	Sole	2023-05-09
2022-12-31	$11,252	68	-19.0%	Shares	Sole	2023-02-10
2022-06-30	$13,041	84	0.0%	Shares	Sole	2022-08-05
2022-03-31	$14,315	84	+23.5%	Shares	Sole	2022-05-06
2020-12-31	$7,956	68	0.0%	Shares	Sole	2021-02-05
2020-09-30	$7,799	68	0.0%	Shares	Sole	2020-11-10
2020-06-30	$7,301	68	0.0%	Shares	Sole	2020-07-15
2020-03-31	$5,879	68	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.