TRANSCEND CAPITAL ADVISORS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1776082 MADISON, NJ

Position in MRSH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,651,533

-$240,979 QoQ

Shares Held

9,909

-9.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#588

of 1,500 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $5,582,726 across 4 Insurance Brokers names. MRSH ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	37,357	$2,396,451
2	MRSH	Marsh & Mclennan Companies, Inc. This page	9,909	$1,651,533
3	AON	Aon plc	2,910	$965,217
4	WTW	Willis Towers Watson PLC	2,179	$569,525

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,651,533	9,909	-9.2%	Shares	Sole	2026-08-04
2026-03-31	$1,892,512	10,911	-27.1%	Shares	Sole	2026-05-13
2025-12-31	$2,778,347	14,976	-12.5%	Shares	Sole	2026-01-23
2025-09-30	$3,448,581	17,112	-2.4%	Shares	Sole	2025-11-04
2025-06-30	$3,834,945	17,540	-11.1%	Shares	Sole	2025-08-01
2025-03-31	$4,817,396	19,741	+1.6%	Shares	Sole	2025-04-24
2024-12-31	$4,128,613	19,437	+0.6%	Shares	Sole	2025-02-03
2024-09-30	$4,310,321	19,321	+11.1%	Shares	Sole	2024-10-15
2024-06-30	$3,662,945	17,383	+19.0%	Shares	Sole	2024-07-02
2024-03-31	$3,008,131	14,604	+4.4%	Shares	Sole	2024-05-03
2023-12-31	$2,649,359	13,983	+30.0%	Shares	Sole	2024-02-05
2023-09-30	$2,047,628	10,760	-7.2%	Shares	Sole	2023-10-31
2023-06-30	$2,179,847	11,590	-6.4%	Shares	Sole	2023-07-13
2023-03-31	$2,061,389	12,377	-2.7%	Shares	Sole	2023-04-12
2022-12-31	$2,104,740	12,719	-3.9%	Shares	Sole	2023-01-20
2022-09-30	$1,976,301	13,238	+1.4%	Shares	Sole	2022-10-17
2022-06-30	$2,026,012	13,050	-4.3%	Shares	Sole	2022-07-12
2022-03-31	$2,323,165	13,632	+8.4%	Shares	Sole	2022-04-20
2021-12-31	$2,185,612	12,574	+14.1%	Shares	Sole	2022-01-20
2021-09-30	$1,669,061	11,022	-0.2%	Shares	Sole	2021-11-04
2021-06-30	$1,553,107	11,040	-0.3%	Shares	Sole	2021-08-13
2021-03-31	$1,348,326	11,070	-2.0%	Shares	Sole	2021-05-12
2020-12-31	$1,321,281	11,293	+12.4%	Shares	Sole	2021-02-12
2020-09-30	$1,152,046	10,044	-14.6%	Shares	Defined	2020-11-13
2020-03-31	$1,016,596	11,758	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.