Waldron Private Wealth LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1598180 BRIDGEVILLE, PA

Position in MRSH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$274,505

-$13,595 QoQ

Shares Held

1,647

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,068

of 1,500 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $733,232 across 2 Insurance Brokers names. MRSH ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc	1,383	$458,727
2	MRSH	Marsh & Mclennan Companies, Inc. This page	1,647	$274,505

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,505	1,647	-0.8%	Shares	Sole	2026-07-20
2026-03-31	$288,100	1,661	+2.2%	Shares	Sole	2026-04-10
2025-12-31	$301,655	1,626	-20.5%	Shares	Sole	2026-01-14
2025-09-30	$412,330	2,046	+25.8%	Shares	Sole	2025-10-30
2025-06-30	$355,508	1,626	-6.7%	Shares	Sole	2025-07-31
2025-03-31	$425,344	1,743	-43.7%	Shares	Sole	2025-05-08
2024-12-31	$658,044	3,098	-2.9%	Shares	Sole	2025-01-24
2024-09-30	$711,432	3,189	-0.1%	Shares	Sole	2024-10-21
2024-06-30	$672,828	3,193	+2.8%	Shares	Sole	2024-07-31
2024-03-31	$639,773	3,106	+0.0%	Shares	Sole	2024-05-09
2023-12-31	$588,304	3,105	-4.1%	Shares	Sole	2024-08-29
2023-09-30	$616,001	3,237	+6.4%	Shares	Sole	2024-08-29
2023-06-30	$572,139	3,042	+6.1%	Shares	Sole	2024-08-29
2023-03-31	$477,498	2,867	+8.4%	Shares	Sole	2024-08-29
2022-12-31	$394	2,644	0.0%	Shares	Sole	2023-02-08
2022-09-30	$394,722	2,644	+98.6%	Shares	Sole	2022-11-14
2022-06-30	$206,637	1,331	—	Shares	Sole	2022-08-03
No filing history on record for this holder in this stock.