ENVESTNET ASSET MANAGEMENT INC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1407543 Berwyn, PA

Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$166,350,993

-$30,251,633 QoQ

Shares Held

998,086

-11.9% QoQ

Ownership

0.209%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#71

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $536,056,941 across 11 Insurance Brokers names. MRSH ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	833,230	$191,284,611
2	MRSH	Marsh & Mclennan Companies, Inc. This page	998,086	$166,350,993
3	AON	Aon plc	337,900	$112,078,051
4	BRO	Brown & Brown, Inc.	464,414	$29,792,158
5	WTW	Willis Towers Watson PLC	61,829	$16,160,245
6	CRVL	Corvel Corp	102,070	$6,381,416
7	ERIE	Erie Indemnity Co	19,282	$4,622,859
8	BWIN	Baldwin Insurance Group, Inc.	144,486	$3,840,437

All Filings in MRSH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,350,993	998,086	-11.9%	Shares	Sole	2026-08-03
2026-03-31	$196,602,626	1,133,483	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$209,998,621	1,131,946	-12.7%	Shares	Sole	2026-02-10
2025-09-30	$261,278,002	1,296,472	+2.1%	Shares	Sole	2025-11-05
2025-06-30	$277,743,639	1,270,324	+2.3%	Shares	Sole	2025-08-01
2025-03-31	$302,889,303	1,241,197	+1.4%	Shares	Sole	2025-04-29
2024-12-31	$260,057,386	1,224,318	+3.9%	Shares	Sole	2025-02-13
2024-09-30	$262,919,596	1,178,536	+0.2%	Shares	Sole	2024-11-07
2024-06-30	$247,730,860	1,175,640	+17.5%	Shares	Sole	2024-08-08
2024-03-31	$206,030,259	1,000,244	-1.2%	Shares	Sole	2024-05-13
2023-12-31	$191,823,217	1,012,420	-16.4%	Shares	Sole	2024-02-13
2023-09-30	$230,587,271	1,211,704	+24.1%	Shares	Sole	2023-11-13
2023-06-30	$183,604,072	976,202	+2.4%	Shares	Sole	2023-08-04
2023-03-31	$158,702,996	952,885	+3.0%	Shares	Sole	2023-05-11
2022-12-31	$153,034,745	924,793	+12.9%	Shares	Sole	2023-02-07
2022-09-30	$122,256,118	818,917	+7.0%	Shares	Sole	2022-11-10
2022-06-30	$118,785,345	765,123	+7.1%	Shares	Sole	2022-08-03
2022-03-31	$121,754,353	714,437	+17.2%	Shares	Sole	2022-05-04
2021-12-31	$105,983,268	609,730	+0.6%	Shares	Sole	2022-02-04
2021-09-30	$91,805,346	606,256	-5.2%	Shares	Sole	2021-10-07
2021-06-30	$89,961,624	639,477	+0.4%	Shares	Sole	2021-08-04
2021-03-31	$77,540,072	636,618	+71.2%	Shares	Sole	2021-05-04
2020-12-31	$43,508,205	371,865	-2.1%	Shares	Sole	2021-02-02
2020-09-30	$43,553,081	379,713	+16.1%	Shares	Sole	2020-10-09
2020-06-30	$35,107,735	326,979	+35.2%	Shares	Sole	2020-07-08
2020-03-31	$20,916,403	241,920	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.