World Investment Advisors

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1652594 SANTA BARBARA, CA

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,668,866

-$104,833 QoQ

Shares Held

10,013

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#585

of 1,500 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

World Investment Advisors holds $7,617,552 across 6 Insurance Brokers names. MRSH ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	10,650	$3,532,498
2	MRSH	Marsh & Mclennan Companies, Inc. This page	10,013	$1,668,866
3	AJG	Arthur J. Gallagher & Co.	6,647	$1,525,951
4	WTW	Willis Towers Watson PLC	1,458	$381,077
5	CRVL	Corvel Corp	4,603	$287,779
6	BRO	Brown & Brown, Inc.	3,451	$221,381

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,668,866	10,013	-2.1%	Shares	Sole	2026-08-14
2026-03-31	$1,773,699	10,226	-38.8%	Shares	Sole	2026-04-27
2025-12-31	$3,100,410	16,712	-10.8%	Shares	Sole	2026-03-13
2025-09-30	$3,775,059	18,732	+0.0%	Shares	Sole	2025-10-15
2025-06-30	$4,095,345	18,731	-5.7%	Shares	Sole	2025-08-04
2025-03-31	$4,848,387	19,868	+9.0%	Shares	Sole	2025-04-29
2024-12-31	$3,870,322	18,221	+5.8%	Shares	Sole	2025-02-12
2024-09-30	$3,842,278	17,223	+29.9%	Shares	Sole	2024-11-25
2024-06-30	$2,794,357	13,261	+149.0%	Shares	Sole	2024-08-15
2024-03-31	$1,097,049	5,326	-58.5%	Shares	Sole	2024-05-15
2023-12-31	$2,429,194	12,821	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.