Avalon Trust Co

Bank

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1798150 SANTA FE, NM

Position in MRSH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$374,007

-$15,214 QoQ

Shares Held

2,244

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#957

of 1,495 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avalon Trust Co holds $19,359,184 across 4 Insurance Brokers names. MRSH ranks #2 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	57,146	$18,954,756
2	MRSH	Marsh & Mclennan Companies, Inc. This page	2,244	$374,007
3	AJG	Arthur J. Gallagher & Co.	130	$29,844
4	BRO	Brown & Brown, Inc.	9	$577

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,007	2,244	0.0%	Shares	Sole	2026-08-06
2026-03-31	$389,221	2,244	-3.2%	Shares	Sole	2026-05-06
2025-12-31	$430,035	2,318	-21.0%	Shares	Sole	2026-02-09
2025-09-30	$591,692	2,936	+8.2%	Shares	Sole	2025-11-10
2025-06-30	$593,388	2,714	0.0%	Shares	Sole	2025-08-08
2025-03-31	$662,297	2,714	0.0%	Shares	Sole	2025-05-09
2024-12-31	$576,480	2,714	+3379.5%	Shares	Sole	2025-02-10
2024-09-30	$17,401	78	-43.5%	Shares	Sole	2024-11-13
2024-06-30	$29,079	138	0.0%	Shares	Sole	2024-08-12
2024-03-31	$28,425	138	0.0%	Shares	Sole	2024-05-07
2023-12-31	$26,146	138	0.0%	Shares	Sole	2024-02-06
2023-09-30	$26,261	138	0.0%	Shares	Sole	2023-11-13
2023-06-30	$25,955	138	0.0%	Shares	Sole	2023-08-09
2023-03-31	$22,983	138	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.