WADDELL & ASSOCIATES, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1776757 MEMPHIS, TN

Position in MRSH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$719,847

-$545,297 QoQ

Shares Held

4,319

-40.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#773

of 1,495 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,377,910 across 3 Insurance Brokers names. MRSH ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,050	$1,343,344
2	MRSH	Marsh & Mclennan Companies, Inc. This page	4,319	$719,847
3	BRO	Brown & Brown, Inc.	4,906	$314,719

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$719,847	4,319	-40.8%	Shares	Sole	2026-07-15
2026-03-31	$1,265,144	7,294	+540.4%	Shares	Sole	2026-05-11
2025-12-31	$211,307	1,139	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.