Kestra Advisory Services, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1830819 AUSTIN, TX

Position in MRSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,351,047

+$981,486 QoQ

Shares Held

14,106

+78.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#526

of 1,495 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $29,050,765 across 6 Insurance Brokers names. MRSH ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	44,550	$14,776,789
2	AJG	Arthur J. Gallagher & Co.	42,881	$9,844,191
3	MRSH	Marsh & Mclennan Companies, Inc. This page	14,106	$2,351,047
4	ERIE	Erie Indemnity Co	4,947	$1,186,043
5	WTW	Willis Towers Watson PLC	1,799	$470,204
6	BRO	Brown & Brown, Inc.	6,586	$422,491

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,351,047	14,106	+78.6%	Shares	Sole	2026-07-28
2026-03-31	$1,369,561	7,896	-22.5%	Shares	Sole	2026-04-30
2025-12-31	$1,890,634	10,191	-12.6%	Shares	Sole	2026-02-13
2025-09-30	$2,350,645	11,664	-1.9%	Shares	Sole	2025-11-14
2025-06-30	$2,599,410	11,889	-35.9%	Shares	Sole	2025-08-15
2025-03-31	$4,524,316	18,540	+4.8%	Shares	Sole	2025-05-14
2024-12-31	$3,759,019	17,697	-10.0%	Shares	Sole	2025-02-10
2024-09-30	$4,387,734	19,668	-18.7%	Shares	Sole	2024-11-13
2024-06-30	$5,095,631	24,182	+8.2%	Shares	Sole	2024-08-14
2024-03-31	$4,602,211	22,343	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$4,231,054	22,331	+7.5%	Shares	Sole	2024-02-14
2023-09-30	$3,953,101	20,773	+50.8%	Shares	Sole	2023-11-13
2023-06-30	$2,591,554	13,779	-20.3%	Shares	Sole	2023-08-11
2023-03-31	$2,880,648	17,296	-30.3%	Shares	Sole	2023-05-12
2022-12-31	$4,107,379	24,821	+55.9%	Shares	Sole	2023-01-31
2022-09-30	$2,377,443	15,925	-27.0%	Shares	Sole	2022-11-01
2022-06-30	$3,386,468	21,813	+77.0%	Shares	Sole	2022-08-12
2022-03-31	$2,100,596	12,326	+2.1%	Shares	Sole	2022-07-20
2021-12-31	$2,098,876	12,075	-17.0%	Shares	Sole	2022-07-25
2021-09-30	$2,203,457	14,551	+14.7%	Shares	Sole	2022-07-25
2021-06-30	$1,784,103	12,682	+0.6%	Shares	Sole	2022-07-26
2021-03-31	$1,535,532	12,607	+142.9%	Shares	Sole	2022-07-27
2020-12-31	$607,347	5,191	+8010.9%	Shares	Sole	2022-07-28
2020-09-30	$7,340	64	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.