Bryn Mawr Trust Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1700481 PHILADELPHIA, PA

Position in MRSH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,272,192

-$257,463 QoQ

Shares Held

7,633

-13.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#645

of 1,502 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $1,543,481 across 2 Insurance Brokers names. MRSH ranks #1 (82.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRSH	Marsh & Mclennan Companies, Inc. This page	7,633	$1,272,192
2	SLQT	SelectQuote, Inc.	322,580	$271,289

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,272,192	7,633	-13.4%	Shares	Sole	2026-08-03
2026-03-31	$1,529,655	8,819	-0.2%	Shares	Sole	2026-05-04
2025-12-31	$1,639,069	8,835	-6.8%	Shares	Sole	2026-02-04
2025-09-30	$1,909,899	9,477	+47.9%	Shares	Sole	2025-11-04
2025-06-30	$1,400,826	6,407	-3.9%	Shares	Sole	2025-08-06
2025-03-31	$1,626,459	6,665	-2.7%	Shares	Sole	2025-05-02
2024-12-31	$1,454,371	6,847	-5.2%	Shares	Sole	2025-02-05
2024-09-30	$1,610,709	7,220	-8.0%	Shares	Sole	2024-10-25
2024-06-30	$1,653,730	7,848	-6.8%	Shares	Sole	2024-07-30
2024-03-31	$1,734,351	8,420	-13.2%	Shares	Sole	2024-05-02
2023-12-31	$1,838,995	9,706	-17.2%	Shares	Sole	2024-02-02
2023-09-30	$2,232,028	11,729	+12.1%	Shares	Sole	2023-11-08
2023-06-30	$1,968,633	10,467	-10.1%	Shares	Sole	2023-08-11
2023-03-31	$1,938,475	11,639	+0.3%	Shares	Sole	2023-05-02
2022-12-31	$1,921,057	11,609	-1.0%	Shares	Sole	2023-02-10
2022-09-30	$1,751,320	11,731	-0.8%	Shares	Sole	2022-11-04
2022-06-30	$1,835,520	11,823	-1.5%	Shares	Sole	2022-08-10
2022-03-31	$2,045,210	12,001	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.