Creative Planning

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in MRSH

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$29,651,450

+$7,287,571 QoQ

Shares Held

170,951

+41.8% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5925674608513551.ToString("F0")% Shared 0.ToString("F0")% None 99.40743253914864.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $92,147,893 across 11 Insurance Brokers names. MRSH ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	170,951	$29,651,450
2	AJG	Arthur J. Gallagher & Co.	94,112	$20,382,776
3	AON	Aon plc	49,764	$16,062,823
4	BRO	Brown & Brown, Inc.	177,258	$11,558,994
5	WTW	Willis Towers Watson PLC	19,318	$5,615,742
6	CRVL	Corvel Corp	81,629	$4,461,024
7	ERIE	Erie Indemnity Co	9,385	$2,358,544
8	BWIN	Baldwin Insurance Group, Inc.	55,233	$1,211,812

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,651,450	170,951	+41.8%	Shares	Sole	2026-05-12
2025-12-31	$22,363,879	120,547	+11.8%	Shares	Sole	2026-02-17
2025-09-30	$21,732,994	107,840	-1.7%	Shares	Defined	2025-11-14
2025-06-30	$23,991,147	109,729	-0.1%	Shares	Sole	2025-08-08
2025-03-31	$26,797,666	109,813	+10.1%	Shares	Sole	2025-05-15
2024-12-31	$21,178,763	99,707	+1.1%	Shares	Defined	2025-02-14
2024-09-30	$21,991,988	98,579	+6.3%	Shares	Defined	2024-10-11
2024-06-30	$19,538,374	92,722	+7.1%	Shares	Defined	2024-08-15
2024-03-31	$17,828,804	86,556	+8.5%	Shares	Defined	2024-05-13
2023-12-31	$15,108,716	79,742	-11.7%	Shares	Defined	2024-02-14
2023-09-30	$17,178,380	90,270	+11.6%	Shares	Sole	2023-11-16
2023-06-30	$15,217,740	80,911	+5.8%	Shares	Sole	2023-07-21
2023-03-31	$12,731,081	76,440	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$12,428,540	75,106	+2.0%	Shares	Sole	2023-02-10
2022-09-30	$10,988,789	73,607	-1.5%	Shares	Sole	2022-11-03
2022-06-30	$11,600,435	74,721	+1.9%	Shares	Sole	2022-08-15
2022-03-31	$12,491,956	73,301	+87.7%	Shares	Sole	2022-05-16
2021-12-31	$6,786,628	39,044	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$5,911,221	39,036	+10.8%	Shares	Sole	2021-11-10
2021-06-30	$4,955,733	35,227	+7.9%	Shares	Sole	2021-08-04
2021-03-31	$3,977,013	32,652	+5.2%	Shares	Sole	2021-04-30
2020-12-31	$3,631,095	31,035	+0.5%	Shares	Sole	2021-01-29
2020-09-30	$3,541,706	30,878	+1.1%	Shares	Sole	2020-11-05
2020-06-30	$3,280,690	30,555	-17.0%	Shares	Sole	2020-07-23
2020-03-31	$3,183,543	36,821	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.