CHOREO, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1679031 ROCKFORD, IL

Position in MRSH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,935,538

-$208,304 QoQ

Shares Held

11,613

-6.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#553

of 1,495 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CHOREO, LLC holds $10,115,133 across 5 Insurance Brokers names. MRSH ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	18,137	$4,163,711
2	AON	Aon plc	7,197	$2,387,172
3	MRSH	Marsh & Mclennan Companies, Inc. This page	11,613	$1,935,538
4	WTW	Willis Towers Watson PLC	3,243	$847,622
5	BRO	Brown & Brown, Inc.	12,176	$781,090

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,935,538	11,613	-6.0%	Shares	Sole	2026-08-04
2026-03-31	$2,143,842	12,360	-0.1%	Shares	Sole	2026-05-13
2025-12-31	$2,294,325	12,367	-3.8%	Shares	Sole	2026-01-23
2025-09-30	$2,590,869	12,856	-12.7%	Shares	Sole	2025-11-12
2025-06-30	$3,220,129	14,728	+0.9%	Shares	Sole	2025-08-13
2025-03-31	$3,561,617	14,595	-9.2%	Shares	Sole	2025-05-06
2024-12-31	$3,413,003	16,068	+1.9%	Shares	Sole	2025-01-27
2024-09-30	$3,516,567	15,763	+0.2%	Shares	Sole	2024-11-07
2024-06-30	$3,314,836	15,731	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.