Crossmark Global Holdings, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1539204 HOUSTON, TX

Position in MRSH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,430,568

-$680,543 QoQ

Shares Held

20,583

-13.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#465

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crossmark Global Holdings, Inc. holds $9,521,591 across 5 Insurance Brokers names. MRSH ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	20,583	$3,430,568
2	AJG	Arthur J. Gallagher & Co.	10,082	$2,314,524
3	AON	Aon plc	6,632	$2,199,768
4	WTW	Willis Towers Watson PLC	3,064	$800,837
5	BRO	Brown & Brown, Inc.	12,095	$775,894

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,430,568	20,583	-13.2%	Shares	Sole	2026-07-16
2026-03-31	$4,111,111	23,702	-7.9%	Shares	Sole	2026-05-11
2025-12-31	$4,776,397	25,746	-8.0%	Shares	Sole	2026-02-03
2025-09-30	$5,639,615	27,984	-10.9%	Shares	Sole	2025-11-12
2025-06-30	$6,869,887	31,421	-23.7%	Shares	Sole	2025-08-08
2025-03-31	$10,054,524	41,202	+1.7%	Shares	Sole	2025-04-30
2024-12-31	$8,605,578	40,514	-5.0%	Shares	Sole	2025-01-16
2024-09-30	$9,509,433	42,626	+33.8%	Shares	Sole	2024-11-04
2024-06-30	$6,713,538	31,860	+0.6%	Shares	Sole	2024-07-29
2024-03-31	$6,520,502	31,656	-11.5%	Shares	Sole	2024-05-13
2023-12-31	$6,780,941	35,789	+10.6%	Shares	Sole	2024-02-13
2023-09-30	$6,158,868	32,364	-1.7%	Shares	Sole	2023-11-08
2023-06-30	$6,193,097	32,928	-5.1%	Shares	Sole	2023-07-31
2023-03-31	$5,781,450	34,713	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$5,722,628	34,582	-6.8%	Shares	Sole	2023-01-19
2022-09-30	$5,539,853	37,108	-3.2%	Shares	Sole	2022-11-01
2022-06-30	$5,952,129	38,339	-8.0%	Shares	Sole	2022-07-29
2022-03-31	$7,099,185	41,657	-6.6%	Shares	Sole	2022-05-11
2021-12-31	$7,751,850	44,597	+38.0%	Shares	Sole	2022-01-10
2021-09-30	$4,892,551	32,309	+0.1%	Shares	Sole	2021-10-21
2021-06-30	$4,538,618	32,262	-15.2%	Shares	Sole	2021-07-21
2021-03-31	$4,631,810	38,028	-5.5%	Shares	Sole	2021-04-15
2020-12-31	$4,707,846	40,238	-4.8%	Shares	Sole	2021-01-14
2020-09-30	$4,846,992	42,258	-0.9%	Shares	Sole	2020-10-08
2020-06-30	$4,580,189	42,658	+1.8%	Shares	Sole	2020-08-14
2020-03-31	$3,622,587	41,899	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.