KESTRA PRIVATE WEALTH SERVICES, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1649451 AUSTIN, TX

Position in MRSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,893,057

+$205,276 QoQ

Shares Held

17,358

+12.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#489

of 1,495 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $5,586,630 across 3 Insurance Brokers names. MRSH ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	17,358	$2,893,057
2	AJG	Arthur J. Gallagher & Co.	7,939	$1,822,556
3	AON	Aon plc	2,626	$871,017

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,893,057	17,358	+12.0%	Shares	Sole	2026-07-28
2026-03-31	$2,687,781	15,496	+5.5%	Shares	Sole	2026-04-20
2025-12-31	$2,725,103	14,689	-12.4%	Shares	Sole	2026-01-29
2025-09-30	$3,379,255	16,768	+29.9%	Shares	Sole	2025-11-17
2025-06-30	$2,823,079	12,912	+9.1%	Shares	Sole	2025-08-07
2025-03-31	$2,889,071	11,839	+7.6%	Shares	Sole	2025-05-05
2024-12-31	$2,336,297	10,999	+9.3%	Shares	Sole	2025-01-28
2024-09-30	$2,244,731	10,062	+3.5%	Shares	Sole	2024-11-13
2024-06-30	$2,047,987	9,719	-3.3%	Shares	Sole	2024-08-12
2024-03-31	$2,069,481	10,047	+5.3%	Shares	Sole	2024-05-02
2023-12-31	$1,806,975	9,537	+23.2%	Shares	Sole	2024-02-05
2023-09-30	$1,473,683	7,744	+2.3%	Shares	Sole	2023-11-08
2023-06-30	$1,423,201	7,567	+3.1%	Shares	Sole	2023-08-08
2023-03-31	$1,222,310	7,339	+5.8%	Shares	Sole	2023-05-12
2022-12-31	$1,147,603	6,935	-5.7%	Shares	Sole	2023-02-01
2022-09-30	$1,097,878	7,354	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$1,131,772	7,290	+1.1%	Shares	Sole	2022-08-12
2022-03-31	$1,228,728	7,210	-1.9%	Shares	Sole	2022-07-21
2021-12-31	$1,276,881	7,346	+49.5%	Shares	Sole	2022-07-21
2021-09-30	$744,278	4,915	+0.6%	Shares	Sole	2022-07-26
2021-06-30	$687,503	4,887	-0.9%	Shares	Sole	2022-07-27
2021-03-31	$600,352	4,929	+31.6%	Shares	Sole	2022-07-27
2020-12-31	$438,165	3,745	+8.1%	Shares	Sole	2022-07-28
2020-09-30	$397,320	3,464	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.