Beacon Pointe Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in MRSH

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$3,141,396

-$1,169,530 QoQ

Shares Held

18,848

-24.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#480

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $20,126,598 across 4 Insurance Brokers names. MRSH ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	67,904	$15,588,721
2	MRSH	Marsh & Mclennan Companies, Inc. This page	18,848	$3,141,396
3	AON	Aon plc	3,449	$1,143,998
4	WTW	Willis Towers Watson PLC	966	$252,483

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,141,396	18,848	-24.2%	Shares	Sole	2026-08-18
2026-03-31	$4,310,926	24,854	+80.5%	Shares	Sole	2026-05-15
2025-12-31	$2,554,981	13,772	-24.5%	Shares	Sole	2026-02-18
2025-09-30	$3,674,496	18,233	+30.4%	Shares	Sole	2025-11-14
2025-06-30	$3,057,243	13,983	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$3,433,258	14,069	+23.0%	Shares	Sole	2025-05-13
2024-12-31	$2,429,333	11,437	-14.9%	Shares	Sole	2025-02-14
2024-09-30	$2,998,552	13,441	-13.6%	Shares	Sole	2024-11-14
2024-06-30	$3,276,906	15,551	-0.6%	Shares	Sole	2024-08-12
2024-03-31	$3,221,321	15,639	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$2,901,354	15,313	-1.6%	Shares	Sole	2024-02-08
2023-09-30	$2,962,209	15,566	+6.2%	Shares	Sole	2023-11-14
2023-06-30	$2,757,252	14,660	-2.8%	Shares	Sole	2023-08-14
2023-03-31	$2,512,906	15,088	-0.5%	Shares	Sole	2023-05-12
2022-12-31	$2,508,676	15,160	+9.9%	Shares	Sole	2023-02-14
2022-09-30	$2,059,604	13,796	+4.9%	Shares	Sole	2022-11-09
2022-06-30	$2,040,916	13,146	-50.1%	Shares	Sole	2022-08-11
2022-03-31	$4,493,804	26,369	+84.9%	Shares	Sole	2022-05-17
2021-12-31	$2,479,194	14,263	+9.4%	Shares	Sole	2022-02-14
2021-09-30	$1,974,950	13,042	-17.6%	Shares	Sole	2021-11-15
2021-06-30	$2,227,949	15,837	+27.9%	Shares	Sole	2021-08-17
2021-03-31	$1,508,005	12,381	+5.9%	Shares	Sole	2021-05-18
2020-12-31	$1,368,198	11,694	+3.7%	Shares	Sole	2021-02-12
2020-09-30	$1,293,357	11,276	+27.6%	Shares	Sole	2020-11-16
2020-06-30	$948,613	8,835	-3.2%	Shares	Sole	2020-08-14
2020-03-31	$789,292	9,129	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.