EP Wealth Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1540569
TORRANCE, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,761,635
+$4,627,333 QoQ
Shares Held
40,569
+229.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#367
of 1,500 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,556,577 across 4 Insurance Brokers names. MRSH ranks #1 (64.1% of the industry book) .
All Filings in MRSH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,761,635 | 40,569 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,134,302 | 12,305 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,732,385 | 9,338 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,822,801 | 8,337 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,017,640 | 8,268 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $760,640 | 3,581 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $722,365 | 3,238 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $495,402 | 2,351 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $341,514 | 1,658 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $322,667 | 1,703 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $250,434 | 1,316 | Shares | Sole | 2023-11-24 | |
| 2022-06-30 | $284,883 | 1,835 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||