Wealthfront Advisers LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1763921 Palo Alto, CA

Position in MRSH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$9,249,684

-$108,637 QoQ

Shares Held

55,497

+2.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#329

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealthfront Advisers LLC holds $31,933,283 across 5 Insurance Brokers names. MRSH ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	55,497	$9,249,684
2	AJG	Arthur J. Gallagher & Co.	35,646	$8,183,252
3	AON	Aon plc	21,602	$7,165,167
4	WTW	Willis Towers Watson PLC	22,825	$5,965,770
5	BRO	Brown & Brown, Inc.	21,347	$1,369,410

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,249,684	55,497	+2.9%	Shares	Sole	2026-08-07
2026-03-31	$9,358,321	53,954	+2.8%	Shares	Sole	2026-05-05
2025-12-31	$9,739,428	52,498	-11.4%	Shares	Sole	2026-01-30
2025-09-30	$11,936,621	59,230	-2.3%	Shares	Sole	2025-11-06
2025-06-30	$13,250,021	60,602	-7.8%	Shares	Sole	2025-07-31
2025-03-31	$16,038,139	65,722	+10.0%	Shares	Sole	2025-05-02
2024-12-31	$12,687,249	59,730	+6.3%	Shares	Sole	2025-04-01
2024-09-30	$12,539,665	56,209	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$11,750,168	55,762	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$11,410,880	55,398	-0.5%	Shares	Sole	2024-04-19
2023-12-31	$10,545,142	55,656	-2.9%	Shares	Sole	2024-02-09
2023-09-30	$10,907,615	57,318	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$10,756,483	57,191	-0.6%	Shares	Sole	2023-08-07
2023-03-31	$9,586,284	57,558	-6.6%	Shares	Sole	2023-04-28
2022-12-31	$10,194,726	61,607	+4.5%	Shares	Sole	2023-02-10
2022-09-30	$8,800,944	58,952	+27.6%	Shares	Sole	2022-11-14
2022-06-30	$7,171,308	46,192	+20.6%	Shares	Sole	2022-07-20
2022-03-31	$6,528,619	38,309	-5.6%	Shares	Sole	2022-05-16
2021-12-31	$7,052,920	40,576	+17.9%	Shares	Sole	2022-01-21
2021-09-30	$5,210,554	34,409	+34.4%	Shares	Sole	2021-11-15
2021-06-30	$3,602,392	25,607	+12.4%	Shares	Sole	2021-08-16
2021-03-31	$2,773,629	22,772	+22.5%	Shares	Sole	2021-05-14
2020-12-31	$2,175,498	18,594	-4.5%	Shares	Sole	2021-02-16
2020-09-30	$2,234,241	19,479	-1.2%	Shares	Sole	2020-11-16
2020-06-30	$2,116,047	19,708	-13.5%	Shares	Sole	2020-08-14
2020-03-31	$1,969,040	22,774	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.