New Age Alpha Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1764807 RYE, NY

Position in MRSH

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$27,578

+$6,800 QoQ

Shares Held

159

+42.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

New Age Alpha Advisors, LLC holds $3,083,814 across 4 Insurance Brokers names. MRSH ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	10,922	$2,365,486
2	GSHD	Goosehead Insurance, Inc.	15,564	$663,960
3	MRSH	Marsh & Mclennan Companies, Inc. This page	159	$27,578
4	AON	Aon plc	83	$26,790

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,578	159	+42.0%	Shares	Sole	2026-05-11
2025-12-31	$20,778	112	-90.8%	Shares	Sole	2026-02-09
2025-09-30	$245,262	1,217	0.0%	Shares	Sole	2025-11-12
2025-06-30	$266,084	1,217	-12.1%	Shares	Sole	2025-08-11
2025-03-31	$337,981	1,385	-14.6%	Shares	Sole	2025-05-09
2024-12-31	$344,529	1,622	+1644.1%	Shares	Sole	2025-02-12
2024-09-30	$20,747	93	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.