Summit Trail Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1698478 NEW YORK, NY

Position in MRSH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,853,057

+$134,402 QoQ

Shares Held

17,118

+9.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#498

of 1,502 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $62,583,882 across 7 Insurance Brokers names. MRSH ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	89,714	$29,757,236
2	ERIE	Erie Indemnity Co	92,804	$22,249,759
3	MRSH	Marsh & Mclennan Companies, Inc. This page	17,118	$2,853,057
4	WTW	Willis Towers Watson PLC	9,795	$2,560,119
5	BRO	Brown & Brown, Inc.	39,509	$2,534,502
6	AJG	Arthur J. Gallagher & Co.	9,114	$2,092,300
7	RYAN	Ryan Specialty Holdings, Inc.	14,219	$536,909

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,853,057	17,118	+9.2%	Shares	Sole	2026-08-11
2026-03-31	$2,718,655	15,674	+48.9%	Shares	Sole	2026-05-12
2025-12-31	$1,952,783	10,526	-21.9%	Shares	Sole	2026-02-17
2025-09-30	$2,714,810	13,471	+28.5%	Shares	Sole	2025-11-14
2025-06-30	$2,292,221	10,484	+49.0%	Shares	Sole	2025-08-14
2024-09-30	$1,569,438	7,035	+27.8%	Shares	Sole	2024-11-12
2024-06-30	$1,159,802	5,504	+23.0%	Shares	Sole	2024-08-13
2024-03-31	$921,554	4,474	+32.4%	Shares	Sole	2024-04-23
2023-12-31	$640,408	3,380	-12.3%	Shares	Sole	2024-02-06
2023-09-30	$733,225	3,853	+8.4%	Shares	Sole	2023-10-30
2023-06-30	$668,624	3,555	+81.5%	Shares	Sole	2023-07-25
2023-03-31	$326,271	1,959	+50.2%	Shares	Sole	2023-05-04
2022-12-31	$215,785	1,304	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.