Mutual Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1694080 OMAHA, NE

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$615,178

-$91,804 QoQ

Shares Held

3,691

-9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#810

of 1,495 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Mutual Advisors, LLC holds $2,554,292 across 4 Insurance Brokers names. MRSH ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	2,788	$924,751
2	MRSH	Marsh & Mclennan Companies, Inc. This page	3,691	$615,178
3	AJG	Arthur J. Gallagher & Co.	2,427	$557,166
4	BRO	Brown & Brown, Inc.	7,127	$457,197

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,178	3,691	-9.4%	Shares	Sole	2026-08-14
2026-03-31	$706,982	4,076	+3.3%	Shares	Sole	2026-05-04
2025-12-31	$731,690	3,944	-10.9%	Shares	Sole	2026-02-02
2025-09-30	$891,770	4,425	+20.0%	Shares	Sole	2025-11-04
2025-06-30	$806,125	3,687	+3.3%	Shares	Sole	2025-07-28
2025-03-31	$870,943	3,569	+15.4%	Shares	Sole	2025-04-28
2024-12-31	$656,771	3,092	+7.3%	Shares	Sole	2025-01-17
2024-09-30	$642,722	2,881	+14.1%	Shares	Sole	2024-10-25
2024-06-30	$532,068	2,525	+10.5%	Shares	Sole	2024-07-30
2024-03-31	$470,664	2,285	+1.3%	Shares	Sole	2024-05-02
2023-12-31	$427,254	2,255	-5.1%	Shares	Sole	2024-01-12
2023-09-30	$451,962	2,375	-4.8%	Shares	Sole	2023-11-13
2023-06-30	$469,071	2,494	-24.2%	Shares	Sole	2023-07-31
2023-03-31	$548,116	3,291	+68.5%	Shares	Sole	2023-04-11
2022-12-31	$323,182	1,953	+10.3%	Shares	Sole	2023-01-12
2022-09-30	$264,243	1,770	+49.2%	Shares	Sole	2022-11-03
2022-03-31	$202,118	1,186	+2.7%	Shares	Sole	2022-05-09
2021-12-31	$200,762	1,155	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.