Verdence Capital Advisors LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1719305 HUNT VALLEY, MD

Position in MRSH

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$219,934

-$408,978 QoQ

Shares Held

1,268

-62.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Mar 31, 2026

Verdence Capital Advisors LLC holds $3,994,006 across 5 Insurance Brokers names. MRSH ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	7,631	$2,463,134
2	GSHD	Goosehead Insurance, Inc.	13,799	$588,665
3	BRO	Brown & Brown, Inc.	7,622	$497,030
4	AJG	Arthur J. Gallagher & Co.	1,040	$225,243
5	MRSH	Marsh & Mclennan Companies, Inc. This page	1,268	$219,934

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$219,934	1,268	-62.6%	Shares	Sole	2026-04-30
2025-12-31	$628,912	3,390	-46.4%	Shares	Sole	2026-01-29
2025-09-30	$1,275,483	6,329	+298.1%	Shares	Sole	2025-10-29
2025-06-30	$347,637	1,590	+10.3%	Shares	Sole	2025-07-25
2025-03-31	$351,647	1,441	+4.3%	Shares	Sole	2025-05-02
2024-12-31	$293,338	1,381	+10.9%	Shares	Sole	2025-02-06
2024-09-30	$277,747	1,245	+21.0%	Shares	Sole	2024-11-01
2024-06-30	$216,830	1,029	+2.2%	Shares	Sole	2024-07-25
2024-03-31	$207,421	1,007	—	Shares	Sole	2024-04-25
No filing history on record for this holder in this stock.