Sendero Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1639375 SAN ANTONIO, TX

Position in MRSH

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

Position Value

$4,817,595

+$4,577,541 QoQ

Shares Held

28,905

+1988.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#413

of 1,495 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

Sendero Wealth Management, LLC holds $10,965,049 across 3 Insurance Brokers names. MRSH ranks #2 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	18,612	$4,864,617
2	MRSH	Marsh & Mclennan Companies, Inc. This page	28,905	$4,817,595
3	AJG	Arthur J. Gallagher & Co.	5,588	$1,282,837

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,817,595	28,905	+1988.5%	Shares	Other	2026-08-04
2026-03-31	$240,054	1,384	—	Shares	Other	2026-04-22
No filing history on record for this holder in this stock.