Key Financial Inc

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1801720 WEST CHESTER, PA

Position in MRSH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$82,168

-$3,342 QoQ

Shares Held

493

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,240

of 1,495 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Key Financial Inc holds $253,642 across 4 Insurance Brokers names. MRSH ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	631	$144,858
2	MRSH	Marsh & Mclennan Companies, Inc. This page	493	$82,168
3	AON	Aon plc	64	$21,228
4	BRO	Brown & Brown, Inc.	84	$5,388

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,168	493	0.0%	Shares	Sole	2026-07-24
2026-03-31	$85,510	493	+344.1%	Shares	Sole	2026-04-24
2025-12-31	$20,592	111	0.0%	Shares	Sole	2026-02-09
2025-09-30	$22,369	111	+4.7%	Shares	Sole	2025-11-05
2025-06-30	$23,175	106	0.0%	Shares	Sole	2025-08-05
2025-03-31	$25,867	106	0.0%	Shares	Sole	2025-05-01
2024-12-31	$22,515	106	0.0%	Shares	Sole	2025-01-31
2024-09-30	$23,647	106	+2.9%	Shares	Sole	2024-10-29
2024-06-30	$21,704	103	0.0%	Shares	Sole	2024-07-30
2024-03-31	$21,215	103	0.0%	Shares	Sole	2024-05-13
2023-12-31	$19,515	103	0.0%	Shares	Sole	2024-01-31
2023-09-30	$19,600	103	0.0%	Shares	Sole	2023-11-01
2023-06-30	$19,372	103	+51.5%	Shares	Sole	2023-07-28
2023-03-31	$11,325	68	0.0%	Shares	Sole	2023-05-02
2022-12-31	$11,252	68	0.0%	Shares	Sole	2023-01-26
2022-09-30	$10,151	68	+257.9%	Shares	Sole	2022-10-28
2022-06-30	$2,949	19	-80.8%	Shares	Sole	2022-07-26
2022-03-31	$16,871	99	+421.1%	Shares	Sole	2022-04-27
2021-12-31	$3,302	19	0.0%	Shares	Sole	2022-01-19
2021-09-30	$2,877	19	-96.9%	Shares	Sole	2021-11-01
2021-06-30	$86,236	613	+3126.3%	Shares	Sole	2021-08-02
2021-03-31	$2,314	19	0.0%	Shares	Sole	2021-04-30
2020-12-31	$2,223	19	0.0%	Shares	Sole	2021-01-29
2020-03-31	$1,642	19	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.