Aptus Capital Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1664193 FAIRHOPE, AL

Position in MRSH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,048,767

+$262,588 QoQ

Shares Held

30,292

+9.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#409

of 1,495 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $12,414,159 across 5 Insurance Brokers names. MRSH ranks #2 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	15,376	$5,100,065
2	MRSH	Marsh & Mclennan Companies, Inc. This page	30,292	$5,048,767
3	AJG	Arthur J. Gallagher & Co.	3,932	$902,669
4	BWIN	Baldwin Insurance Group, Inc.	29,632	$787,618
5	BRO	Brown & Brown, Inc.	8,964	$575,040

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,048,767	30,292	+9.8%	Shares	Sole	2026-08-12
2026-03-31	$4,786,179	27,594	-72.6%	Shares	Sole	2026-05-11
2025-12-31	$18,715,628	100,882	+3.2%	Shares	Sole	2026-02-13
2025-09-30	$19,702,781	97,766	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$20,701,928	94,685	+8.5%	Shares	Sole	2025-08-11
2025-03-31	$21,302,842	87,296	+11.0%	Shares	Sole	2025-05-13
2024-12-31	$16,699,248	78,618	+13.6%	Shares	Sole	2025-02-14
2024-09-30	$15,437,158	69,197	+21.2%	Shares	Sole	2024-11-05
2024-06-30	$12,032,954	57,104	+30.1%	Shares	Sole	2024-07-31
2024-03-31	$9,039,843	43,887	+8.7%	Shares	Sole	2024-05-15
2023-12-31	$7,649,472	40,373	-2.2%	Shares	Sole	2024-02-13
2023-09-30	$7,853,110	41,267	-5.8%	Shares	Sole	2023-11-08
2023-06-30	$8,239,032	43,806	-6.6%	Shares	Sole	2023-08-11
2023-03-31	$7,811,028	46,899	+18.5%	Shares	Sole	2023-05-09
2022-12-31	$6,547,547	39,567	+8.5%	Shares	Sole	2023-02-13
2022-09-30	$5,444,457	36,469	-5.0%	Shares	Sole	2022-11-02
2022-06-30	$5,958,029	38,377	+11.0%	Shares	Sole	2022-07-29
2022-03-31	$5,891,419	34,570	+17.3%	Shares	Sole	2022-05-04
2021-12-31	$5,124,735	29,483	+17.3%	Shares	Sole	2022-02-02
2021-09-30	$3,805,587	25,131	+17.3%	Shares	Sole	2021-10-27
2021-06-30	$3,015,194	21,433	+15.6%	Shares	Sole	2021-07-27
2021-03-31	$2,257,563	18,535	+3.0%	Shares	Sole	2021-05-06
2020-12-31	$2,105,649	17,997	+22.2%	Shares	Sole	2021-02-10
2020-09-30	$1,689,875	14,733	+0.9%	Shares	Sole	2020-10-19
2020-06-30	$1,567,816	14,602	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.