HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1484205 LONG BEACH, CA

Position in MRSH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$333

-$1,883 QoQ

Shares Held

-81.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,489

of 1,495 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,021 across 3 Insurance Brokers names. MRSH ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	3	$688
2	MRSH	Marsh & Mclennan Companies, Inc. This page	2	$333
3	AON	Aon plc	0	$0

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333	2	-81.8%	Shares	Sole	2026-07-21
2025-09-30	$2,216	11	+10.0%	Shares	Sole	2025-10-16
2025-03-31	$2,440	10	-95.2%	Shares	Sole	2025-04-18
2024-12-31	$44,606	210	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.