Vest Financial, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1709632 MCLEAN, VA

Position in MRSH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$391,841

+$5,915 QoQ

Shares Held

2,351

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#948

of 1,500 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Vest Financial, LLC holds $91,431,464 across 3 Insurance Brokers names. MRSH ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co	191,289	$45,861,537
2	BRO	Brown & Brown, Inc.	704,257	$45,178,086
3	MRSH	Marsh & Mclennan Companies, Inc. This page	2,351	$391,841

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,841	2,351	+5.7%	Shares	Defined	2026-07-24
2026-03-31	$385,926	2,225	+15.3%	Shares	Defined	2026-04-24
2025-12-31	$357,868	1,929	+28.6%	Shares	Defined	2026-01-30
2025-09-30	$302,295	1,500	+54.6%	Shares	Defined	2025-10-30
2025-06-30	$212,080	970	0.0%	Shares	Defined	2025-07-25
2025-03-31	$236,709	970	—	Shares	Defined	2025-04-11
No filing history on record for this holder in this stock.