Kathmere Capital Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1794543 WAYNE, PA

Position in MRSH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$884,184

+$17,281 QoQ

Shares Held

5,305

+6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#729

of 1,500 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kathmere Capital Management, LLC holds $1,531,556 across 3 Insurance Brokers names. MRSH ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	5,305	$884,184
2	AON	Aon plc	989	$328,041
3	AJG	Arthur J. Gallagher & Co.	1,391	$319,331

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$884,184	5,305	+6.1%	Shares	Sole	2026-07-29
2026-03-31	$866,903	4,998	+41.1%	Shares	Sole	2026-04-28
2025-12-31	$656,926	3,541	-31.7%	Shares	Sole	2026-01-13
2025-09-30	$1,045,537	5,188	-8.8%	Shares	Sole	2025-10-22
2025-06-30	$1,244,280	5,691	-9.8%	Shares	Sole	2025-07-16
2025-03-31	$1,540,073	6,311	+17.5%	Shares	Sole	2025-05-01
2024-12-31	$1,140,641	5,370	-6.3%	Shares	Sole	2025-01-14
2024-09-30	$1,278,751	5,732	+12.9%	Shares	Sole	2024-10-15
2024-06-30	$1,070,036	5,078	+11.0%	Shares	Sole	2024-08-15
2024-03-31	$942,564	4,576	+16.8%	Shares	Sole	2024-04-16
2023-12-31	$742,343	3,918	+12.9%	Shares	Sole	2024-04-16
2023-09-30	$660,341	3,470	+31.3%	Shares	Sole	2023-10-11
2023-06-30	$497,095	2,643	+17.4%	Shares	Sole	2023-07-11
2023-03-31	$374,904	2,251	-33.2%	Shares	Sole	2023-04-20
2022-12-31	$557,502	3,369	+30.5%	Shares	Sole	2023-01-24
2022-09-30	$385,317	2,581	-20.5%	Shares	Sole	2022-10-11
2022-06-30	$504,252	3,248	-3.1%	Shares	Sole	2022-08-09
2022-03-31	$571,418	3,353	+71.1%	Shares	Sole	2022-04-28
2021-12-31	$340,687	1,960	-18.6%	Shares	Sole	2022-01-27
2021-09-30	$364,794	2,409	+22.9%	Shares	Sole	2021-10-14
2021-06-30	$275,732	1,960	0.0%	Shares	Sole	2021-07-29
2021-03-31	$238,728	1,960	0.0%	Shares	Sole	2021-05-07
2020-12-31	$229,320	1,960	0.0%	Shares	Sole	2021-02-16
2020-09-30	$224,812	1,960	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.