Vestmark Advisory Solutions, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1736982 Wakefield, MA

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,096,288

-$1,974,339 QoQ

Shares Held

36,577

-21.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#381

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

Vestmark Advisory Solutions, Inc. holds $13,498,590 across 5 Insurance Brokers names. MRSH ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	36,577	$6,096,288
2	WTW	Willis Towers Watson PLC	10,909	$2,851,284
3	CRVL	Corvel Corp	31,088	$1,943,621
4	AJG	Arthur J. Gallagher & Co.	6,454	$1,481,643
5	AON	Aon plc	3,394	$1,125,754

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,096,288	36,577	-21.4%	Shares	Other	2026-08-14
2026-03-31	$8,070,627	46,530	-4.0%	Shares	Other	2026-05-15
2025-12-31	$8,994,935	48,485	+144.2%	Shares	Other	2026-02-06
2025-09-30	$4,000,974	19,853	-6.8%	Shares	Other	2025-11-10
2025-06-30	$4,659,655	21,312	-15.0%	Shares	Sole	2025-08-06
2025-03-31	$6,117,342	25,068	+113.5%	Shares	Other	2025-05-13
2024-12-31	$2,493,905	11,741	+0.7%	Shares	Other	2025-02-06
2024-09-30	$2,600,113	11,655	-1.5%	Shares	Other	2024-11-14
2024-06-30	$2,492,185	11,827	-0.9%	Shares	Sole	2024-08-12
2024-03-31	$2,459,401	11,940	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$2,283,871	12,054	-4.4%	Shares	Sole	2024-02-06
2023-09-30	$2,400,253	12,613	-54.2%	Shares	Sole	2023-11-06
2023-06-30	$5,184,236	27,564	+2.3%	Shares	Sole	2023-08-07
2023-03-31	$4,489,687	26,957	+5.5%	Shares	Sole	2023-05-09
2022-12-31	$4,229,833	25,561	+27.6%	Shares	Sole	2023-01-20
2022-09-30	$2,989,680	20,026	+20.3%	Shares	Sole	2022-11-03
2022-06-30	$2,583,670	16,642	+43.9%	Shares	Sole	2022-08-04
2022-03-31	$1,970,906	11,565	+16.9%	Shares	Sole	2022-04-27
2021-12-31	$1,719,253	9,891	+0.6%	Shares	Sole	2022-01-31
2021-09-30	$1,489,314	9,835	-3.8%	Shares	Sole	2021-11-15
2021-06-30	$1,438,030	10,222	+2.8%	Shares	Sole	2021-08-09
2021-03-31	$1,211,666	9,948	+4.0%	Shares	Sole	2021-05-10
2020-12-31	$1,119,222	9,566	+3.8%	Shares	Sole	2021-02-04
2020-09-30	$1,057,189	9,217	+15.0%	Shares	Sole	2020-10-19
2020-06-30	$860,785	8,017	+27.8%	Shares	Sole	2020-08-13
2020-03-31	$542,536	6,275	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.