Cetera Investment Advisers
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,793,749
-$4,270,643 QoQ
Shares Held
124,760
-13.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#221
of 1,470 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $55,577,932 across 7 Insurance Brokers names. MRSH ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
124,760 | $20,793,749 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
82,024 | $18,830,249 | |
| 3 | AON |
Aon plc
|
38,120 | $12,644,022 | |
| 4 | BRO |
Brown & Brown, Inc.
|
26,244 | $1,683,552 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,286 | $1,120,231 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,575 | $377,606 | |
| 7 | CRD-A |
Crawford & Co
|
11,404 | $128,523 |
All Filings in MRSH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,793,749 | 124,760 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,064,392 | 144,505 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,129,378 | 140,844 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,676,114 | 137,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,688,988 | 108,347 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,424,997 | 104,188 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,652,173 | 92,520 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,524,385 | 60,623 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,593,182 | 55,017 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $11,431,066 | 55,496 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $3,123,034 | 16,483 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,589,602 | 13,608 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,455,196 | 13,054 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,138,502 | 12,840 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,801,079 | 16,927 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $784,220 | 5,253 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $944,075 | 6,081 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $713,718 | 4,188 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $505,990 | 2,911 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $405,832 | 2,680 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $366,049 | 2,602 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $247,221 | 2,113 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||