Regal Investment Advisors LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1559789 KENTWOOD, MI

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$836,516

-$1,594 QoQ

Shares Held

5,019

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#741

of 1,500 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 14% None 86%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $2,862,131 across 3 Insurance Brokers names. MRSH ranks #3 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,353	$1,112,156
2	AJG	Arthur J. Gallagher & Co.	3,979	$913,459
3	MRSH	Marsh & Mclennan Companies, Inc. This page	5,019	$836,516

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$836,516	5,019	+3.9%	Shares	Sole	2026-08-14
2026-03-31	$838,110	4,832	+14.1%	Shares	Sole	2026-05-14
2025-12-31	$785,862	4,236	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.