Modera Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1542143 WESTWOOD, NJ

Position in MRSH

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

Position Value

$480,676

+$36,298 QoQ

Shares Held

2,884

+12.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#881

of 1,500 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $5,125,448 across 3 Insurance Brokers names. MRSH ranks #2 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	13,042	$4,325,900
2	MRSH	Marsh & Mclennan Companies, Inc. This page	2,884	$480,676
3	AJG	Arthur J. Gallagher & Co.	1,389	$318,872

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$480,676	2,884	+12.6%	Shares	Sole	2026-08-03
2026-03-31	$444,378	2,562	+37.4%	Shares	Sole	2026-05-06
2025-12-31	$345,994	1,865	-2.5%	Shares	Sole	2026-01-21
2025-09-30	$385,325	1,912	-8.8%	Shares	Sole	2025-10-31
2025-06-30	$458,488	2,097	-1.8%	Shares	Sole	2025-08-06
2025-03-31	$521,004	2,135	+13.3%	Shares	Sole	2025-05-08
2024-12-31	$400,392	1,885	+2.5%	Shares	Sole	2025-02-06
2024-09-30	$410,262	1,839	-1.8%	Shares	Sole	2024-10-24
2024-06-30	$394,678	1,873	-2.1%	Shares	Sole	2024-07-29
2024-03-31	$394,039	1,913	+5.1%	Shares	Sole	2024-05-14
2023-12-31	$345,024	1,821	+2.2%	Shares	Sole	2024-02-14
2023-09-30	$338,924	1,781	+6.8%	Shares	Sole	2023-11-30
2023-06-30	$313,529	1,667	-58.1%	Shares	Sole	2023-08-07
2021-12-31	$690,760	3,974	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.