FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1342396 TOWSON, MD

Position in MRSH

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

Position Value

$3,039,560

+$189,430 QoQ

Shares Held

18,237

+11.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#475

of 1,470 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FOUNDERS FINANCIAL SECURITIES LLC holds $3,063,231 across 2 Insurance Brokers names. MRSH ranks #1 (99.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRSH	Marsh & Mclennan Companies, Inc. This page	18,237	$3,039,560
2	EHTH	eHealth, Inc.	15,887	$23,671

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,039,560	18,237	+11.0%	Shares	Defined	2026-07-31
2026-03-31	$2,850,130	16,432	+22.8%	Shares	Defined	2026-04-17
2025-12-31	$2,482,628	13,382	+31.9%	Shares	Sole	2026-02-10
2025-09-30	$2,044,723	10,146	+174.6%	Shares	Sole	2025-10-15
2025-06-30	$807,874	3,695	-9.4%	Shares	Sole	2025-08-06
2025-03-31	$994,910	4,077	+14.6%	Shares	Sole	2025-05-12
2024-12-31	$755,542	3,557	+5.2%	Shares	Sole	2025-02-10
2024-09-30	$754,267	3,381	+3.4%	Shares	Sole	2024-11-12
2024-06-30	$689,265	3,271	+5.4%	Shares	Sole	2024-08-02
2024-03-31	$639,155	3,103	+6.4%	Shares	Sole	2024-04-17
2023-12-31	$552,494	2,916	+6.6%	Shares	Sole	2024-02-06
2023-09-30	$520,660	2,736	+0.3%	Shares	Sole	2023-10-17
2023-06-30	$513,270	2,729	+7.2%	Shares	Sole	2023-08-11
2023-03-31	$423,869	2,545	+65.9%	Shares	Sole	2023-05-04
2022-12-31	$253,846	1,534	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.