Valeo Financial Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1722641 CARMEL, IN

Position in MRSH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,053,187

-$198,081 QoQ

Shares Held

6,319

-12.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#684

of 1,494 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,313,698 across 4 Insurance Brokers names. MRSH ranks #1 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	6,319	$1,053,187
2	AJG	Arthur J. Gallagher & Co.	2,952	$677,690
3	AON	Aon plc	1,151	$381,775
4	BRO	Brown & Brown, Inc.	3,134	$201,046

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,053,187	6,319	-12.4%	Shares	Sole	2026-07-08
2026-03-31	$1,251,268	7,214	+34.7%	Shares	Sole	2026-05-08
2025-12-31	$993,830	5,357	-2.1%	Shares	Sole	2026-02-04
2025-09-30	$1,102,973	5,473	-99.8%	Shares	Sole	2025-11-03
2025-06-30	$3,827,701	2,629,187	+48212.9%	Shares	Sole	2025-07-22
2025-03-31	$1,328,011	5,442	-1.4%	Shares	Sole	2025-04-30
2024-12-31	$1,172,928	5,522	+2.4%	Shares	Sole	2025-01-30
2024-09-30	$1,202,678	5,391	+1.4%	Shares	Sole	2024-10-10
2024-06-30	$1,120,398	5,317	+3.3%	Shares	Sole	2024-07-10
2024-03-31	$1,060,385	5,148	+3.8%	Shares	Sole	2024-04-25
2023-12-31	$939,960	4,961	-0.0%	Shares	Sole	2024-01-29
2023-09-30	$944,458	4,963	+8.7%	Shares	Sole	2023-10-20
2023-06-30	$858,397	4,564	-7.5%	Shares	Sole	2023-07-14
2023-03-31	$822,090	4,936	+46.5%	Shares	Sole	2023-04-17
2022-12-31	$557,502	3,369	+71.8%	Shares	Sole	2023-02-09
2022-09-30	$292,757	1,961	+4.6%	Shares	Sole	2022-10-31
2022-06-30	$291,093	1,875	-29.3%	Shares	Sole	2022-08-03
2022-03-31	$452,124	2,653	+25.1%	Shares	Sole	2022-04-28
2021-12-31	$368,672	2,121	+11.0%	Shares	Sole	2022-01-07
2021-09-30	$289,382	1,911	+185.7%	Shares	Sole	2021-11-02
2021-03-31	$81,484	669	+23.4%	Shares	Sole	2021-04-12
2020-12-31	$63,414	542	-3.6%	Shares	Sole	2021-02-11
2020-09-30	$64,461	562	-38.5%	Shares	Sole	2020-10-28
2020-06-30	$98,136	914	+66.2%	Shares	Sole	2020-07-20
2020-03-31	$47,553	550	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.