CARY STREET PARTNERS FINANCIAL LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1475045 RICHMOND, VA

Position in MRSH

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

Position Value

$3,477,236

+$8,237 QoQ

Shares Held

20,863

+4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#462

of 1,500 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $13,928,941 across 4 Insurance Brokers names. MRSH ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	22,323	$5,124,691
2	MRSH	Marsh & Mclennan Companies, Inc. This page	20,863	$3,477,236
3	AON	Aon plc	9,813	$3,254,873
4	WTW	Willis Towers Watson PLC	7,928	$2,072,141

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,477,236	20,863	+4.3%	Shares	Defined	2026-07-17
2026-03-31	$3,468,999	20,000	-1.3%	Shares	Defined	2026-04-29
2025-12-31	$3,759,932	20,267	-12.0%	Shares	Defined	2026-02-09
2025-09-30	$4,642,847	23,038	-4.3%	Shares	Defined	2025-11-10
2025-06-30	$5,265,069	24,081	-4.4%	Shares	Defined	2025-08-13
2025-03-31	$6,146,871	25,189	-9.8%	Shares	Defined	2025-05-09
2024-12-31	$5,932,610	27,930	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.