BOK Financial Private Wealth, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1317348 DENVER, CO

Position in MRSH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,166

-$9,035 QoQ

Shares Held

-62.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,441

of 1,495 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $324,786 across 6 Insurance Brokers names. MRSH ranks #2 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	4,926	$316,002
2	MRSH	Marsh & Mclennan Companies, Inc. This page	19	$3,166
3	AON	Aon plc	8	$2,653
4	WTW	Willis Towers Watson PLC	6	$1,568
5	AJG	Arthur J. Gallagher & Co.	4	$918
6	ERIE	Erie Indemnity Co	2	$479

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,166	19	-62.0%	Shares	Sole	2026-08-10
2025-03-31	$12,201	50	+525.0%	Shares	Sole	2025-05-14
2024-12-31	$1,699	8	-99.7%	Shares	Sole	2025-02-07
2022-03-31	$398,953	2,341	+9.3%	Shares	Sole	2022-05-09
2021-12-31	$372,322	2,142	+12.6%	Shares	Sole	2022-02-15
2021-09-30	$288,171	1,903	+18.8%	Shares	Sole	2021-11-15
2021-06-30	$225,369	1,602	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.