SIGNATUREFD, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1456048 ATLANTA, GA

Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,776,702

-$275,211 QoQ

Shares Held

10,660

-9.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#120

of 491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Derivatives in MRSH

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$333,340

PutShares

2,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

SIGNATUREFD, LLC holds $4,797,359 across 10 Insurance Brokers names. MRSH ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	10,660	$1,776,702
2	AON	Aon plc	3,252	$1,078,655
3	AJG	Arthur J. Gallagher & Co.	3,980	$913,688
4	BRO	Brown & Brown, Inc.	9,296	$596,338
5	CRVL	Corvel Corp	2,612	$163,302
6	WTW	Willis Towers Watson PLC	573	$149,765
7	ERIE	Erie Indemnity Co	336	$80,556
8	BWIN	Baldwin Insurance Group, Inc.	1,040	$27,643

All Filings in MRSH

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,340	2,000	-81.2%	Put	Sole	2026-07-24
2026-06-30	$1,776,702	10,660	-9.9%	Shares	Sole	2026-07-24
2026-03-31	$2,051,913	11,830	+491.5%	Shares	Sole	2026-04-07
2026-03-31	$346,900	2,000	-82.7%	Put	Sole	2026-04-07
2025-12-31	$2,149,249	11,585	+479.3%	Shares	Sole	2026-01-20
2025-12-31	$371,040	2,000	0.0%	Put	Sole	2026-01-20
2025-09-30	$403,060	2,000	-83.2%	Put	Sole	2025-10-21
2025-09-30	$2,402,439	11,921	+18.1%	Shares	Sole	2025-10-21
2025-06-30	$2,207,389	10,096	+404.8%	Shares	Sole	2025-07-16
2025-06-30	$437,280	2,000	-79.9%	Put	Sole	2025-07-16
2025-03-31	$2,434,199	9,975	+398.8%	Shares	Sole	2025-05-02
2025-03-31	$488,060	2,000	-78.9%	Put	Sole	2025-05-02
2024-12-31	$2,015,770	9,490	+374.5%	Shares	Sole	2025-02-10
2024-12-31	$424,820	2,000	-79.2%	Put	Sole	2025-02-10
2024-09-30	$2,143,448	9,608	+317.7%	Shares	Sole	2024-10-21
2024-09-30	$513,107	2,300	0.0%	Put	Sole	2024-10-21
2024-06-30	$484,656	2,300	-75.0%	Put	Sole	2024-07-29
2024-06-30	$1,937,570	9,195	+2.5%	Shares	Sole	2024-07-29
2024-03-31	$1,847,846	8,971	+290.0%	Shares	Sole	2024-05-03
2024-03-31	$473,754	2,300	-75.0%	Put	Sole	2024-05-03
2023-12-31	$1,746,344	9,217	+241.4%	Shares	Sole	2024-02-01
2023-12-31	$511,569	2,700	-70.3%	Put	Sole	2024-02-01
2023-09-30	$1,729,065	9,086	+295.0%	Shares	Sole	2023-11-03
2023-09-30	$437,690	2,300	-73.1%	Put	Sole	2023-11-03
2023-06-30	$1,605,827	8,538	+3.2%	Shares	Sole	2023-08-01
2023-03-31	$1,378,534	8,277	+259.9%	Shares	Sole	2023-04-28
2023-03-31	$383,065	2,300	-72.9%	Put	Sole	2023-04-28
2022-12-31	$1,404,759	8,489	+4.4%	Shares	Sole	2023-01-30
2022-09-30	$1,213,876	8,131	+11.2%	Shares	Sole	2022-11-08
2022-06-30	$1,135,653	7,315	+3.5%	Shares	Sole	2022-08-10
2022-03-31	$1,204,698	7,069	+6.4%	Shares	Sole	2022-05-02
2021-12-31	$1,154,512	6,642	+6.2%	Shares	Sole	2022-01-25
2021-09-30	$946,891	6,253	+5.4%	Shares	Sole	2021-10-28
2021-06-30	$834,795	5,934	+10.9%	Shares	Sole	2021-07-26
2021-03-31	$651,508	5,349	+16.2%	Shares	Sole	2021-04-30
2020-12-31	$538,434	4,602	-2.4%	Shares	Sole	2021-02-11
2020-09-30	$540,810	4,715	+1.1%	Shares	Sole	2020-11-03
2020-06-30	$500,666	4,663	-5.5%	Shares	Sole	2020-07-30
2020-03-31	$426,420	4,932	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.