Summit Trail Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1698478 NEW YORK, NY

Position in MRSH

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,718,655

+$765,872 QoQ

Shares Held

15,674

+48.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Summit Trail Advisors, LLC holds $61,479,683 across 6 Insurance Brokers names. MRSH ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	90,234	$29,125,730
2	ERIE	Erie Indemnity Co	92,363	$23,211,745
3	WTW	Willis Towers Watson PLC	9,530	$2,770,371
4	MRSH	Marsh & Mclennan Companies, Inc. This page	15,674	$2,718,655
5	BRO	Brown & Brown, Inc.	33,487	$2,183,687
6	AJG	Arthur J. Gallagher & Co.	6,785	$1,469,495

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.