Waverly Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in MRSH

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

Position Value

$2,276,212

-$331,608 QoQ

Shares Held

13,657

-9.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#535

of 1,500 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,512,497 across 5 Insurance Brokers names. MRSH ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	13,657	$2,276,212
2	AON	Aon plc	4,162	$1,380,493
3	AJG	Arthur J. Gallagher & Co.	5,114	$1,174,020
4	BRO	Brown & Brown, Inc.	5,816	$373,095
5	WTW	Willis Towers Watson PLC	1,181	$308,677

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,276,212	13,657	-9.2%	Shares	Sole	2026-08-14
2026-03-31	$2,607,820	15,035	+21.4%	Shares	Sole	2026-05-15
2025-12-31	$2,297,294	12,383	+166.2%	Shares	Sole	2026-02-17
2025-09-30	$937,316	4,651	+15.8%	Shares	Sole	2025-11-14
2025-06-30	$878,058	4,016	-5.6%	Shares	Sole	2025-08-14
2025-03-31	$1,037,615	4,252	-6.3%	Shares	Sole	2025-05-15
2024-12-31	$963,916	4,538	+234.9%	Shares	Sole	2025-02-14
2024-09-30	$302,286	1,355	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$290,371	1,378	+24.7%	Shares	Sole	2024-08-14
2024-03-31	$227,607	1,105	0.0%	Shares	Sole	2024-05-15
2023-12-31	$209,363	1,105	+0.9%	Shares	Other	2024-02-14
2023-09-30	$208,378	1,095	-18.0%	Shares	Other	2023-11-14
2021-09-30	$202,159	1,335	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.