Jacobi Capital Management LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1689646 PITTSTON, PA

Position in MRSH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$423,841

-$31,985 QoQ

Shares Held

2,543

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#924

of 1,495 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Jacobi Capital Management LLC holds $1,430,645 across 3 Insurance Brokers names. MRSH ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	3,341	$766,993
2	MRSH	Marsh & Mclennan Companies, Inc. This page	2,543	$423,841
3	AON	Aon plc	723	$239,811

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,841	2,543	-3.2%	Shares	Sole	2026-07-31
2026-03-31	$455,826	2,628	+3.8%	Shares	Sole	2026-05-14
2025-12-31	$469,736	2,532	+33.5%	Shares	Sole	2026-02-13
2025-09-30	$382,302	1,897	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$417,602	1,910	+50.4%	Shares	Sole	2025-08-12
2025-03-31	$309,918	1,270	+16.3%	Shares	Sole	2025-05-27
2024-12-31	$231,951	1,092	+12.0%	Shares	Sole	2025-02-05
2024-09-30	$217,512	975	+87.1%	Shares	Sole	2024-11-14
2021-09-30	$78,895	521	+4.2%	Shares	Sole	2021-11-15
2021-06-30	$70,340	500	0.0%	Shares	Sole	2021-08-12
2021-03-31	$60,900	500	-17.1%	Shares	Sole	2021-05-11
2020-12-31	$70,551	603	+0.5%	Shares	Sole	2021-02-08
2020-09-30	$68,820	600	0.0%	Shares	Sole	2020-10-30
2020-06-30	$64,422	600	0.0%	Shares	Sole	2020-08-04
2020-03-31	$51,876	600	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.