SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1531593 NEW YORK, NY

Position in MRSH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$18,667

+$4,791 QoQ

Shares Held

112

+40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,354

of 1,495 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $62,404 across 6 Insurance Brokers names. MRSH ranks #1 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	112	$18,667
2	AON	Aon plc	50	$16,584
3	AJG	Arthur J. Gallagher & Co.	60	$13,774
4	WTW	Willis Towers Watson PLC	29	$7,579
5	BRO	Brown & Brown, Inc.	68	$4,362
6	ERIE	Erie Indemnity Co	6	$1,438

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,667	112	+40.0%	Shares	Sole	2026-08-03
2026-03-31	$13,876	80	-89.0%	Shares	Sole	2026-04-30
2025-12-31	$135,058	728	-14.0%	Shares	Sole	2026-02-17
2025-09-30	$170,695	847	+155.1%	Shares	Sole	2025-11-13
2025-06-30	$72,588	332	+33100.0%	Shares	Sole	2025-08-12
2023-12-31	$189	1	-92.3%	Shares	Sole	2024-02-14
2023-09-30	$2	13	-98.0%	Shares	Sole	2023-11-13
2023-06-30	$121,499	646	-33.5%	Shares	Sole	2023-08-14
2023-03-31	$161,720	971	+93.8%	Shares	Sole	2023-05-12
2022-12-31	$82,905	501	-52.4%	Shares	Sole	2023-02-13
2022-06-30	$163,323	1,052	+408.2%	Shares	Sole	2022-08-02
2022-03-31	$35,276	207	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.