LPL Financial LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1403438 FORT MILL, SC

Position in MRSH

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$72,991,922

-$2,190,058 QoQ

Shares Held

420,824

+3.8% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 29.144012698895498.ToString("F0")% Shared 0.ToString("F0")% None 70.85598730110449.ToString("F0")%

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $174,191,952 across 10 Insurance Brokers names. MRSH ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	420,824	$72,991,922
2	AJG	Arthur J. Gallagher & Co.	166,145	$35,983,684
3	AON	Aon plc	102,111	$32,959,388
4	BRO	Brown & Brown, Inc.	277,031	$18,065,191
5	WTW	Willis Towers Watson PLC	37,459	$10,889,331
6	BWIN	Baldwin Insurance Group, Inc.	48,396	$1,061,808
7	CRVL	Corvel Corp	18,226	$996,050
8	ERIE	Erie Indemnity Co	3,740	$939,899

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$72,991,922	420,824	+3.8%	Shares	Sole	2026-05-06
2025-12-31	$75,181,980	405,250	+4.5%	Shares	Sole	2026-02-11
2025-09-30	$78,184,571	387,955	+15.0%	Shares	Sole	2025-11-12
2025-06-30	$73,736,995	337,253	+4.1%	Shares	Sole	2025-08-12
2025-03-31	$79,074,261	324,035	+9.9%	Shares	Sole	2025-05-07
2024-12-31	$62,615,919	294,788	+23.6%	Shares	Sole	2025-02-11
2024-09-30	$53,205,403	238,493	+5.5%	Shares	Sole	2024-11-08
2024-06-30	$47,643,159	226,097	+9.9%	Shares	Sole	2024-08-07
2024-03-31	$42,381,414	205,755	+2.2%	Shares	Sole	2024-05-10
2023-12-31	$38,148,079	201,341	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$38,447,831	202,038	+13.4%	Shares	Sole	2023-11-13
2023-06-30	$33,501,185	178,122	+7.8%	Shares	Sole	2023-07-31
2023-03-31	$27,528,716	165,288	+16.0%	Shares	Sole	2023-05-10
2022-12-31	$23,575,273	142,466	+40.0%	Shares	Sole	2023-02-07
2022-09-30	$15,192,496	101,765	+3.9%	Shares	Sole	2022-11-14
2022-06-30	$15,209,221	97,966	+10.5%	Shares	Sole	2022-08-12
2022-03-31	$15,104,495	88,631	+13.1%	Shares	Sole	2022-05-16
2021-12-31	$13,625,228	78,387	+13.6%	Shares	Sole	2022-02-14
2021-09-30	$10,449,578	69,006	+16.5%	Shares	Sole	2021-11-15
2021-06-30	$8,335,571	59,252	+13.9%	Shares	Sole	2021-08-13
2021-03-31	$6,336,401	52,023	+8.8%	Shares	Sole	2021-05-14
2020-12-31	$5,592,483	47,799	-0.6%	Shares	Sole	2021-02-12
2020-09-30	$5,514,317	48,076	+11.9%	Shares	Sole	2020-11-09
2020-06-30	$4,613,688	42,970	+38.7%	Shares	Sole	2020-08-13
2020-03-31	$2,677,666	30,970	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.