XPONANCE LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1637541 PHILADELPHIA, PA

Position in MRSH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$14,548,290

-$1,868,232 QoQ

Shares Held

87,288

-7.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#261

of 1,494 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

XPONANCE LLC holds $46,546,793 across 7 Insurance Brokers names. MRSH ranks #1 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	87,288	$14,548,290
2	AON	Aon plc	38,679	$12,829,437
3	AJG	Arthur J. Gallagher & Co.	45,526	$10,451,403
4	WTW	Willis Towers Watson PLC	17,232	$4,503,927
5	BRO	Brown & Brown, Inc.	52,486	$3,366,976
6	ERIE	Erie Indemnity Co	2,460	$589,785
7	BWIN	Baldwin Insurance Group, Inc.	9,668	$256,975

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,548,290	87,288	-7.8%	Shares	Sole	2026-08-10
2026-03-31	$16,416,522	94,647	+12.3%	Shares	Sole	2026-05-13
2025-12-31	$15,637,109	84,288	+5.4%	Shares	Sole	2026-02-12
2025-09-30	$16,121,996	79,998	-5.1%	Shares	Sole	2025-11-12
2025-06-30	$18,426,323	84,277	+7.8%	Shares	Sole	2025-08-14
2025-03-31	$19,078,021	78,179	+1.0%	Shares	Sole	2025-05-01
2024-12-31	$16,449,242	77,441	-16.8%	Shares	Sole	2025-02-11
2024-09-30	$20,755,178	93,035	-10.7%	Shares	Sole	2024-11-12
2024-06-30	$21,958,709	104,208	-23.3%	Shares	Sole	2024-08-14
2024-03-31	$27,996,595	135,919	+1.6%	Shares	Sole	2024-05-13
2023-12-31	$25,344,454	133,765	+7.8%	Shares	Sole	2024-01-31
2023-09-30	$23,618,513	124,112	+24.4%	Shares	Sole	2023-10-24
2023-06-30	$18,763,801	99,765	-3.9%	Shares	Sole	2023-07-14
2023-03-31	$17,285,558	103,786	+2.0%	Shares	Sole	2023-04-18
2022-12-31	$16,845,698	101,799	+10.1%	Shares	Sole	2023-01-24
2022-09-30	$13,801,860	92,450	+8.7%	Shares	Sole	2022-10-24
2022-06-30	$13,209,291	85,084	+113.5%	Shares	Sole	2022-08-02
2022-03-31	$6,792,941	39,860	+2.3%	Shares	Sole	2022-04-20
2021-12-31	$6,774,286	38,973	+18.6%	Shares	Sole	2022-01-31
2021-09-30	$4,977,806	32,872	-7.0%	Shares	Sole	2021-11-05
2021-06-30	$4,970,365	35,331	-44.6%	Shares	Sole	2021-08-12
2021-03-31	$7,765,846	63,759	+1.3%	Shares	Sole	2021-05-10
2020-12-31	$7,365,735	62,955	+2.4%	Shares	Sole	2021-02-11
2020-09-30	$7,051,870	61,481	-0.1%	Shares	Sole	2020-10-26
2020-06-30	$6,604,972	61,516	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.