Checchi Capital Advisers, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1598186 BEVERLY HILLS, CA

Position in MRSH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$779,015

-$143,565 QoQ

Shares Held

4,674

-12.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#759

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Checchi Capital Advisers, LLC holds $2,012,270 across 3 Insurance Brokers names. MRSH ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	4,674	$779,015
2	AON	Aon plc	2,084	$691,241
3	AJG	Arthur J. Gallagher & Co.	2,361	$542,014

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$779,015	4,674	-12.1%	Shares	Sole	2026-08-04
2026-03-31	$922,580	5,319	+7.5%	Shares	Sole	2026-05-04
2025-12-31	$918,324	4,950	-5.7%	Shares	Sole	2026-01-27
2025-09-30	$1,057,830	5,249	-18.5%	Shares	Sole	2025-11-05
2025-06-30	$1,408,916	6,444	0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,572,529	6,444	+1.5%	Shares	Sole	2025-04-29
2024-12-31	$1,348,803	6,350	+0.7%	Shares	Sole	2025-02-05
2024-09-30	$1,407,251	6,308	-3.6%	Shares	Sole	2024-11-04
2024-06-30	$1,378,740	6,543	+0.5%	Shares	Sole	2024-07-26
2024-03-31	$1,341,341	6,512	+1.5%	Shares	Sole	2024-04-25
2023-12-31	$1,215,450	6,415	-0.2%	Shares	Sole	2024-02-07
2023-09-30	$1,222,677	6,425	-2.4%	Shares	Sole	2023-11-13
2023-06-30	$1,238,130	6,583	+7.4%	Shares	Sole	2023-08-10
2023-03-31	$1,020,451	6,127	-1.4%	Shares	Sole	2023-05-08
2022-12-31	$1,028,789	6,217	-14.0%	Shares	Sole	2023-02-10
2022-09-30	$1,079,814	7,233	-1.6%	Shares	Sole	2022-11-09
2022-06-30	$1,141,708	7,354	+37.3%	Shares	Sole	2022-08-11
2022-03-31	$913,110	5,358	+6.4%	Shares	Sole	2022-05-09
2021-12-31	$875,009	5,034	+1.9%	Shares	Sole	2022-02-09
2021-09-30	$748,367	4,942	+2.8%	Shares	Sole	2021-11-09
2021-06-30	$676,389	4,808	-0.2%	Shares	Sole	2021-08-06
2021-03-31	$586,710	4,817	-1.2%	Shares	Sole	2021-05-10
2020-12-31	$570,375	4,875	+0.3%	Shares	Sole	2021-02-12
2020-09-30	$557,212	4,858	+0.3%	Shares	Sole	2020-11-10
2020-06-30	$520,207	4,845	-5.5%	Shares	Sole	2020-08-12
2020-03-31	$443,280	5,127	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.