Krilogy Financial LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1659047 ST. LOUIS, MO

Position in MRSH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$664,346

-$565,934 QoQ

Shares Held

3,986

-43.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#795

of 1,500 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Krilogy Financial LLC holds $3,009,479 across 4 Insurance Brokers names. MRSH ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,460	$1,479,337
2	MRSH	Marsh & Mclennan Companies, Inc. This page	3,986	$664,346
3	AJG	Arthur J. Gallagher & Co.	2,142	$491,738
4	BRO	Brown & Brown, Inc.	5,831	$374,058

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,346	3,986	-43.8%	Shares	Sole	2026-07-27
2026-03-31	$1,230,280	7,093	+194.9%	Shares	Sole	2026-04-17
2025-12-31	$446,175	2,405	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.