Sequoia Financial Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1599900 Akron, OH

Position in MRSH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,505,050

-$800,560 QoQ

Shares Held

15,030

-21.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#515

of 1,500 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $44,246,692 across 5 Insurance Brokers names. MRSH ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	149,799	$34,389,356
2	AON	Aon plc	17,646	$5,853,001
3	MRSH	Marsh & Mclennan Companies, Inc. This page	15,030	$2,505,050
4	BRO	Brown & Brown, Inc.	12,656	$811,882
5	WTW	Willis Towers Watson PLC	2,630	$687,403

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,505,050	15,030	-21.1%	Shares	Sole	2026-07-17
2026-03-31	$3,305,610	19,058	+11.5%	Shares	Sole	2026-04-30
2025-12-31	$3,169,609	17,085	-3.9%	Shares	Sole	2026-02-03
2025-09-30	$3,584,614	17,787	-90.4%	Shares	Sole	2025-10-29
2025-06-30	$40,388,274	184,725	+8.4%	Shares	Sole	2025-07-25
2025-03-31	$41,592,473	170,440	+30.6%	Shares	Sole	2025-04-23
2024-12-31	$27,721,416	130,509	+13.1%	Shares	Sole	2025-08-08
2024-09-30	$25,751,278	115,430	+13.1%	Shares	Sole	2024-10-21
2024-06-30	$21,498,708	102,025	+18.0%	Shares	Sole	2024-07-15
2024-03-31	$17,809,030	86,460	-5.2%	Shares	Sole	2024-04-30
2023-12-31	$17,273,979	91,170	+2229.3%	Shares	Sole	2024-01-26
2023-09-30	$744,834	3,914	+5.1%	Shares	Sole	2023-11-08
2023-06-30	$700,221	3,723	+8.4%	Shares	Sole	2023-08-08
2023-03-31	$571,932	3,434	-1.3%	Shares	Sole	2023-04-25
2022-12-31	$575,539	3,478	+52.9%	Shares	Sole	2023-02-10
2022-09-30	$339,485	2,274	-7.7%	Shares	Sole	2022-10-26
2022-06-30	$382,536	2,464	+17.2%	Shares	Sole	2022-07-22
2022-03-31	$358,393	2,103	+75.7%	Shares	Sole	2022-05-13
2021-12-31	$208,062	1,197	—	Shares	Sole	2022-02-22
No filing history on record for this holder in this stock.