MATHER GROUP, LLC.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1527641 CHICAGO, IL

Position in MRSH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$194,670

+$12,375 QoQ

Shares Held

1,168

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,202

of 1,500 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MATHER GROUP, LLC. holds $3,621,640 across 6 Insurance Brokers names. MRSH ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	2,811	$932,380
2	AJG	Arthur J. Gallagher & Co.	3,461	$794,541
3	ERIE	Erie Indemnity Co	3,247	$778,468
4	BRO	Brown & Brown, Inc.	7,733	$496,071
5	WTW	Willis Towers Watson PLC	1,628	$425,510
6	MRSH	Marsh & Mclennan Companies, Inc. This page	1,168	$194,670

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,670	1,168	+11.1%	Shares	Sole	2026-07-27
2026-03-31	$182,295	1,051	-19.5%	Shares	Sole	2026-04-13
2025-12-31	$242,103	1,305	-21.4%	Shares	Sole	2026-01-13
2025-09-30	$334,741	1,661	-22.1%	Shares	Sole	2025-10-21
2025-06-30	$465,921	2,131	-1.8%	Shares	Sole	2025-07-15
2025-03-31	$529,545	2,170	-2.4%	Shares	Sole	2025-04-25
2024-12-31	$472,399	2,224	+5.2%	Shares	Sole	2025-01-27
2024-09-30	$471,612	2,114	+6.9%	Shares	Sole	2024-10-07
2024-06-30	$416,804	1,978	+21.3%	Shares	Sole	2024-07-09
2024-03-31	$335,747	1,630	-12.1%	Shares	Sole	2024-04-09
2023-12-31	$351,277	1,854	+4.2%	Shares	Sole	2024-02-05
2023-09-30	$338,543	1,779	+9.0%	Shares	Sole	2023-11-13
2023-06-30	$306,946	1,632	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.