EXENCIAL WEALTH ADVISORS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in MRSH

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,912,338

-$428,273 QoQ

Shares Held

22,556

-3.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $26,657,023 across 4 Insurance Brokers names. MRSH ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	44,982	$9,742,201
2	WTW	Willis Towers Watson PLC	33,105	$9,623,623
3	MRSH	Marsh & Mclennan Companies, Inc. This page	22,556	$3,912,338
4	AON	Aon plc	10,468	$3,378,861

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,912,338	22,556	-3.6%	Shares	Sole	2026-04-28
2025-12-31	$4,340,611	23,397	-0.8%	Shares	Sole	2026-01-30
2025-09-30	$4,752,883	23,584	+2.2%	Shares	Sole	2025-10-27
2025-06-30	$5,044,024	23,070	-16.9%	Shares	Sole	2025-07-30
2025-03-31	$6,773,784	27,758	-1.5%	Shares	Sole	2025-05-09
2024-12-31	$5,985,501	28,179	-4.1%	Shares	Sole	2025-02-06
2024-09-30	$6,556,615	29,390	-4.6%	Shares	Sole	2024-10-31
2024-06-30	$6,488,911	30,794	-9.4%	Shares	Sole	2024-08-12
2024-03-31	$6,998,582	33,977	-4.8%	Shares	Sole	2024-05-10
2023-12-31	$6,762,752	35,693	-0.9%	Shares	Sole	2024-02-13
2023-09-30	$6,854,796	36,021	-6.6%	Shares	Sole	2023-11-08
2023-06-30	$7,251,236	38,554	+0.9%	Shares	Sole	2023-08-10
2023-03-31	$6,364,708	38,215	+3.4%	Shares	Sole	2023-05-02
2022-12-31	$6,117,133	36,966	+16.8%	Shares	Sole	2023-02-14
2022-09-30	$4,724,282	31,645	+2.6%	Shares	Sole	2022-11-08
2022-06-30	$4,788,375	30,843	-0.5%	Shares	Sole	2022-08-11
2022-03-31	$5,284,553	31,009	+2.9%	Shares	Sole	2022-05-12
2021-12-31	$5,237,022	30,129	+4.6%	Shares	Sole	2022-02-10
2021-09-30	$4,362,698	28,810	+8.4%	Shares	Sole	2021-11-04
2021-06-30	$3,739,133	26,579	-18.5%	Shares	Sole	2021-08-16
2021-03-31	$3,969,948	32,594	+43.6%	Shares	Sole	2021-05-06
2020-12-31	$2,656,017	22,701	-54.8%	Shares	Sole	2021-02-11
2020-09-30	$5,754,269	50,168	+123.0%	Shares	Sole	2020-11-13
2020-06-30	$2,415,395	22,496	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.