CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1766904 RICHMOND, VA

Position in MRSH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$750,844

-$80,322 QoQ

Shares Held

4,505

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#766

of 1,495 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,520,914 across 4 Insurance Brokers names. MRSH ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	4,505	$750,844
2	AJG	Arthur J. Gallagher & Co.	1,535	$352,384
3	AON	Aon plc	688	$228,197
4	WTW	Willis Towers Watson PLC	725	$189,489

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$750,844	4,505	-6.0%	Shares	Other	2026-07-17
2026-03-31	$831,166	4,792	-0.1%	Shares	Other	2026-04-29
2025-12-31	$890,306	4,799	+0.3%	Shares	Other	2026-02-09
2025-09-30	$963,913	4,783	+22.2%	Shares	Other	2025-11-10
2025-06-30	$855,532	3,913	+3.4%	Shares	Other	2025-08-13
2025-03-31	$923,160	3,783	+12.6%	Shares	Other	2025-05-09
2024-12-31	$713,906	3,361	-89.5%	Shares	Other	2025-02-14
2024-09-30	$7,136,868	31,991	+0.8%	Shares	Defined	2024-10-30
2024-06-30	$6,687,616	31,737	+7.1%	Shares	Other	2024-07-22
2024-03-31	$6,105,449	29,641	+0.8%	Shares	Defined	2024-04-30
2023-12-31	$5,571,551	29,406	+3.0%	Shares	Defined	2024-02-07
2023-09-30	$5,435,346	28,562	+60.4%	Shares	Defined	2023-11-13
2023-06-30	$3,349,328	17,808	+9.1%	Shares	Defined	2023-08-10
2023-03-31	$2,717,929	16,319	-1.2%	Shares	Defined	2023-05-12
2022-12-31	$2,732,736	16,514	+2.3%	Shares	Defined	2023-02-14
2022-09-30	$2,409,092	16,137	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$2,489,744	16,037	+9.0%	Shares	Sole	2022-08-15
2022-03-31	$2,507,900	14,716	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$2,551,851	14,681	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$2,185,286	14,431	-6.4%	Shares	Sole	2021-11-15
2021-06-30	$2,169,144	15,419	+142.5%	Shares	Sole	2021-08-16
2021-03-31	$774,526	6,359	-31.8%	Shares	Sole	2021-05-17
2020-12-31	$1,091,142	9,326	-61.0%	Shares	Sole	2021-02-12
2020-09-30	$2,744,771	23,930	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.