OneDigital Investment Advisors LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in MRSH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,562,197

-$1,051,174 QoQ

Shares Held

9,373

-37.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#599

of 1,500 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,422,255 across 5 Insurance Brokers names. MRSH ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,325	$1,766,249
2	MRSH	Marsh & Mclennan Companies, Inc. This page	9,373	$1,562,197
3	AJG	Arthur J. Gallagher & Co.	5,177	$1,188,483
4	CRVL	Corvel Corp	17,616	$1,101,352
5	WTW	Willis Towers Watson PLC	3,076	$803,974

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,562,197	9,373	-37.8%	Shares	Sole	2026-08-07
2026-03-31	$2,613,371	15,067	-2.6%	Shares	Sole	2026-05-08
2025-12-31	$2,869,252	15,466	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$3,151,727	15,639	-8.1%	Shares	Sole	2025-11-10
2025-06-30	$3,721,471	17,021	-1.3%	Shares	Sole	2025-08-07
2025-03-31	$4,206,589	17,238	-13.5%	Shares	Sole	2025-04-29
2024-12-31	$4,233,968	19,933	+33.6%	Shares	Sole	2025-02-13
2024-09-30	$3,327,387	14,915	-7.8%	Shares	Sole	2024-11-06
2024-06-30	$3,407,553	16,171	+83.1%	Shares	Sole	2024-08-02
2024-03-31	$1,819,009	8,831	+2.1%	Shares	Sole	2024-05-10
2023-12-31	$1,638,347	8,647	+3.6%	Shares	Sole	2024-02-13
2023-09-30	$1,589,005	8,350	+21.7%	Shares	Sole	2023-11-14
2023-06-30	$1,290,416	6,861	-28.7%	Shares	Sole	2023-08-07
2023-03-31	$1,603,376	9,627	+79.2%	Shares	Sole	2023-05-10
2022-12-31	$889,124	5,373	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$807,957	5,412	-14.9%	Shares	Sole	2022-11-08
2022-06-30	$987,390	6,360	+5.3%	Shares	Sole	2022-08-08
2022-03-31	$1,028,995	6,038	+120.8%	Shares	Sole	2022-05-05
2021-12-31	$475,223	2,734	-35.8%	Shares	Sole	2022-02-23
2021-09-30	$645,091	4,260	+1.8%	Shares	Sole	2021-11-05
2021-06-30	$588,464	4,183	+25.5%	Shares	Sole	2021-08-09
2021-03-31	$405,837	3,332	+11.0%	Shares	Sole	2021-05-10
2020-12-31	$351,117	3,001	+7.6%	Shares	Sole	2021-02-08
2020-09-30	$319,898	2,789	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.