Keel Point, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1386935 HUNTSVILLE, AL

Position in MRSH

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

Position Value

$200,337

-$69,551 QoQ

Shares Held

1,202

-22.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,191

of 1,495 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $997,228 across 4 Insurance Brokers names. MRSH ranks #4 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,467	$336,779
2	BRO	Brown & Brown, Inc.	3,884	$249,158
3	AON	Aon plc	636	$210,954
4	MRSH	Marsh & Mclennan Companies, Inc. This page	1,202	$200,337

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,337	1,202	-22.8%	Shares	Sole	2026-08-14
2026-03-31	$269,888	1,556	-26.4%	Shares	Sole	2026-06-01
2025-12-31	$392,003	2,113	+7.6%	Shares	Sole	2026-02-12
2025-09-30	$395,603	1,963	-19.6%	Shares	Sole	2025-12-16
2025-06-30	$533,918	2,442	+6.5%	Shares	Sole	2025-08-15
2025-03-31	$559,316	2,292	+31.9%	Shares	Sole	2025-05-15
2024-12-31	$369,168	1,738	-15.5%	Shares	Sole	2025-02-14
2024-09-30	$459,119	2,058	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$434,715	2,063	+42.9%	Shares	Sole	2024-08-14
2024-03-31	$297,435	1,444	+11.4%	Shares	Sole	2024-04-16
2023-12-31	$245,553	1,296	+11.6%	Shares	Sole	2024-01-30
2023-09-30	$220,938	1,161	+2.2%	Shares	Sole	2023-10-26
2023-06-30	$213,658	1,136	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.