Ellevest, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1644128 NEW YORK, NY

Position in MRSH

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

Position Value

$509,676

+$4,937 QoQ

Shares Held

3,058

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#862

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $1,191,384 across 3 Insurance Brokers names. MRSH ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	3,058	$509,676
2	AJG	Arthur J. Gallagher & Co.	1,503	$345,043
3	AON	Aon plc	1,015	$336,665

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,676	3,058	+5.1%	Shares	Sole	2026-08-10
2026-03-31	$504,739	2,910	+8.5%	Shares	Sole	2026-05-11
2025-12-31	$497,564	2,682	+16.7%	Shares	Sole	2026-02-10
2025-09-30	$463,317	2,299	-27.7%	Shares	Sole	2025-11-14
2025-06-30	$695,056	3,179	+3.1%	Shares	Sole	2025-08-05
2025-03-31	$752,100	3,082	+1.8%	Shares	Sole	2025-05-14
2024-12-31	$642,965	3,027	-8.5%	Shares	Sole	2025-02-14
2024-09-30	$738,204	3,309	+4.2%	Shares	Sole	2024-11-13
2024-06-30	$669,246	3,176	-12.3%	Shares	Sole	2024-08-14
2024-03-31	$746,265	3,623	-4.4%	Shares	Sole	2024-05-13
2023-12-31	$717,901	3,789	+0.8%	Shares	Sole	2024-02-06
2023-09-30	$715,147	3,758	+3.0%	Shares	Sole	2023-11-09
2023-06-30	$686,303	3,649	-1.5%	Shares	Sole	2023-08-09
2023-03-31	$617,067	3,705	-6.7%	Shares	Sole	2023-05-04
2022-12-31	$657,452	3,973	+17.1%	Shares	Sole	2023-02-03
2022-09-30	$506,391	3,392	-5.9%	Shares	Sole	2022-11-02
2022-06-30	$559,676	3,605	+43.4%	Shares	Sole	2022-07-18
2022-03-31	$428,435	2,514	+27.7%	Shares	Sole	2022-04-19
2021-12-31	$342,077	1,968	+9.8%	Shares	Sole	2022-01-24
2021-09-30	$271,362	1,792	+60.3%	Shares	Sole	2021-10-19
2021-06-30	$157,280	1,118	+80.6%	Shares	Sole	2021-07-13
2021-03-31	$75,394	619	-29.8%	Shares	Sole	2021-05-03
2020-12-31	$103,194	882	+2.0%	Shares	Sole	2021-02-04
2020-09-30	$99,215	865	+13.1%	Shares	Sole	2020-10-26
2020-06-30	$82,138	765	+45.2%	Shares	Sole	2020-07-06
2020-03-31	$45,564	527	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.