MISSION WEALTH MANAGEMENT, LP

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1645382 Santa Barbara, CA

Position in MRSH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,920,871

+$613,405 QoQ

Shares Held

11,525

+52.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#555

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

MISSION WEALTH MANAGEMENT, LP holds $4,838,952 across 3 Insurance Brokers names. MRSH ranks #2 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	7,086	$2,350,355
2	MRSH	Marsh & Mclennan Companies, Inc. This page	11,525	$1,920,871
3	AJG	Arthur J. Gallagher & Co.	2,473	$567,726

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,920,871	11,525	+52.9%	Shares	Sole	2026-07-20
2026-03-31	$1,307,466	7,538	-10.7%	Shares	Sole	2026-05-15
2025-12-31	$1,566,530	8,444	-1.3%	Shares	Sole	2026-02-05
2025-09-30	$1,724,895	8,559	-1.1%	Shares	Sole	2025-11-04
2025-06-30	$1,891,891	8,653	+0.3%	Shares	Sole	2025-08-05
2025-03-31	$2,104,514	8,624	+11.9%	Shares	Sole	2025-04-17
2024-12-31	$1,637,681	7,710	-7.5%	Shares	Sole	2025-02-06
2024-09-30	$1,858,562	8,331	-0.5%	Shares	Sole	2024-10-31
2024-06-30	$1,763,515	8,369	-14.2%	Shares	Sole	2024-08-05
2024-03-31	$2,009,540	9,756	+0.9%	Shares	Sole	2024-04-30
2023-12-31	$1,832,364	9,671	+3.6%	Shares	Sole	2024-02-05
2023-09-30	$1,775,879	9,332	+1.6%	Shares	Sole	2023-10-24
2023-06-30	$1,727,890	9,187	+0.8%	Shares	Sole	2023-08-04
2023-03-31	$1,517,270	9,110	+1.6%	Shares	Sole	2023-04-07
2022-12-31	$1,483,859	8,967	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$1,347,939	9,029	-0.2%	Shares	Sole	2022-10-12
2022-06-30	$1,404,236	9,045	+11.5%	Shares	Sole	2022-07-27
2022-03-31	$1,382,106	8,110	+7.9%	Shares	Sole	2022-04-25
2021-12-31	$1,305,909	7,513	+5.1%	Shares	Sole	2022-02-11
2021-09-30	$1,082,724	7,150	-3.0%	Shares	Sole	2021-11-05
2021-06-30	$1,036,530	7,368	-1.9%	Shares	Sole	2021-08-10
2021-03-31	$914,839	7,511	+12.7%	Shares	Sole	2021-05-10
2020-12-31	$779,688	6,664	+29.2%	Shares	Sole	2021-01-19
2020-09-30	$591,507	5,157	+3.9%	Shares	Sole	2020-10-16
2020-06-30	$532,769	4,962	+6.2%	Shares	Sole	2020-08-03
2020-03-31	$404,114	4,674	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.