Focus Partners Wealth

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1542153 ST LOUIS, MO

Position in MRSH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$23,926,811

-$13,287,233 QoQ

Shares Held

143,558

-33.1% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#200

of 1,500 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $449,090,793 across 8 Insurance Brokers names. MRSH ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	706,903	$234,472,656
2	AJG	Arthur J. Gallagher & Co.	771,225	$177,050,123
3	MRSH	Marsh & Mclennan Companies, Inc. This page	143,558	$23,926,811
4	WTW	Willis Towers Watson PLC	26,793	$7,002,886
5	ERIE	Erie Indemnity Co	25,645	$6,148,388
6	CRVL	Corvel Corp	7,253	$453,457
7	EHTH	eHealth, Inc.	13,049	$19,443
8	SLQT	SelectQuote, Inc.	20,249	$17,029

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,926,811	143,558	-33.1%	Shares	Sole	2026-08-12
2026-03-31	$37,214,044	214,552	+53.0%	Shares	Sole	2026-05-15
2025-12-31	$26,008,234	140,191	+105.4%	Shares	Sole	2026-02-13
2025-09-30	$13,754,825	68,252	+124.5%	Shares	Sole	2025-11-14
2025-06-30	$6,646,218	30,398	+4.3%	Shares	Sole	2025-08-14
2025-03-31	$7,110,546	29,138	+2.9%	Shares	Sole	2025-05-20
2024-12-31	$6,014,813	28,317	+26.8%	Shares	Sole	2025-05-20
2024-09-30	$4,980,930	22,327	-80.4%	Shares	Sole	2024-11-14
2024-06-30	$24,055,372	114,158	+140.5%	Shares	Sole	2024-08-15
2024-03-31	$9,776,016	47,461	+16.9%	Shares	Sole	2024-05-16
2023-12-31	$7,690,208	40,588	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.