UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1463217 IRVING, TX

Position in MRSH

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,251,045

-$326,595 QoQ

Shares Held

13,506

-9.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#533

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,726,383 across 5 Insurance Brokers names. MRSH ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	57,766	$13,261,340
2	AON	Aon plc	14,137	$4,689,101
3	MRSH	Marsh & Mclennan Companies, Inc. This page	13,506	$2,251,045
4	BRO	Brown & Brown, Inc.	19,945	$1,279,471
5	WTW	Willis Towers Watson PLC	939	$245,426

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,251,045	13,506	-9.1%	Shares	Defined	2026-08-17
2026-03-31	$2,577,640	14,861	+4.4%	Shares	Defined	2026-05-15
2025-12-31	$2,639,764	14,229	+6.6%	Shares	Defined	2026-02-17
2025-09-30	$2,689,014	13,343	-5.3%	Shares	Defined	2025-11-14
2025-06-30	$3,080,200	14,088	-1.1%	Shares	Defined	2025-08-11
2025-03-31	$3,475,475	14,242	+3.5%	Shares	Defined	2025-05-13
2024-12-31	$2,922,761	13,760	-1.1%	Shares	Defined	2025-02-13
2024-09-30	$3,105,189	13,919	+2.4%	Shares	Defined	2024-11-12
2024-06-30	$2,865,370	13,598	-5.5%	Shares	Defined	2024-08-14
2024-03-31	$2,962,816	14,384	-5.0%	Shares	Defined	2024-05-15
2023-12-31	$2,869,144	15,143	+221.1%	Shares	Defined	2024-02-14
2023-09-30	$897,454	4,716	-44.8%	Shares	Defined	2023-11-14
2023-06-30	$1,606,579	8,542	-22.8%	Shares	Defined	2023-08-14
2023-03-31	$1,841,876	11,059	-20.5%	Shares	Defined	2023-08-15
2022-12-31	$2,301,330	13,907	+4.5%	Shares	Defined	2023-02-15
2022-09-30	$1,987,647	13,314	-0.1%	Shares	Defined	2022-11-14
2022-06-30	$2,069,482	13,330	+46.7%	Shares	Defined	2022-08-11
2022-03-31	$1,548,095	9,084	+49.4%	Shares	Defined	2022-05-16
2021-12-31	$1,056,651	6,079	+16.4%	Shares	Defined	2022-02-14
2021-09-30	$790,616	5,221	-6.4%	Shares	Defined	2021-11-15
2021-06-30	$784,431	5,576	+29.5%	Shares	Defined	2021-08-13
2021-03-31	$524,349	4,305	-15.1%	Shares	Defined	2021-05-14
2020-12-31	$593,541	5,073	+7.0%	Shares	Defined	2021-02-17
2020-09-30	$543,907	4,742	+16.2%	Shares	Defined	2020-11-13
2020-06-30	$438,284	4,082	+0.3%	Shares	Defined	2020-08-13
2020-03-31	$351,892	4,070	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.