BROWN, LISLE/CUMMINGS, INC.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 14745 PROVIDENCE, RI

Position in MRSH

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$3,537,339

-$237,621 QoQ

Shares Held

20,394

+0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

BROWN, LISLE/CUMMINGS, INC. holds $3,554,765 across 4 Insurance Brokers names. MRSH ranks #1 (99.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	20,394	$3,537,339
2	WTW	Willis Towers Watson PLC	35	$10,174
3	AJG	Arthur J. Gallagher & Co.	32	$6,930
4	AON	Aon plc	1	$322

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,537,339	20,394	+0.2%	Shares	Sole	2026-04-20
2025-12-31	$3,774,960	20,348	+0.0%	Shares	Sole	2026-01-23
2025-09-30	$4,100,530	20,347	+10.3%	Shares	Sole	2025-10-10
2025-06-30	$4,032,814	18,445	+44.0%	Shares	Sole	2025-07-16
2025-03-31	$3,125,292	12,807	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$2,715,449	12,784	0.0%	Shares	Sole	2025-01-27
2024-09-30	$2,851,982	12,784	-0.1%	Shares	Sole	2024-10-18
2024-06-30	$2,695,319	12,791	-0.2%	Shares	Sole	2024-07-17
2024-03-31	$2,640,869	12,821	+5.7%	Shares	Sole	2024-07-01
2023-12-31	$2,299,218	12,135	+0.0%	Shares	Sole	2024-07-01
2023-09-30	$2,309,100	12,134	-0.8%	Shares	Sole	2024-07-01
2023-06-30	$2,300,782	12,233	+2.8%	Shares	Sole	2024-07-01
2023-03-31	$1,981,278	11,896	-0.6%	Shares	Sole	2024-07-01
2022-12-31	$1,979,968	11,965	+0.0%	Shares	Sole	2024-07-01
2022-09-30	$1,785,956	11,963	+2.6%	Shares	Sole	2024-07-01
2022-06-30	$1,810,370	11,661	+0.0%	Shares	Sole	2024-07-01
2022-03-31	$1,986,926	11,659	+0.0%	Shares	Sole	2024-07-01
2021-12-31	$2,026,393	11,658	—	Shares	Sole	2024-07-01
No filing history on record for this holder in this stock.