NewEdge Wealth, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1861796 STAMFORD, CT

Position in MRSH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$593,178

+$93,469 QoQ

Shares Held

3,559

+23.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#824

of 1,500 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $4,828,699 across 4 Insurance Brokers names. MRSH ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,982	$1,984,169
2	CRVL	Corvel Corp	31,288	$1,956,125
3	MRSH	Marsh & Mclennan Companies, Inc. This page	3,559	$593,178
4	AJG	Arthur J. Gallagher & Co.	1,286	$295,227

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,178	3,559	+23.5%	Shares	Sole	2026-08-10
2026-03-31	$499,709	2,881	-81.9%	Shares	Sole	2026-05-13
2025-12-31	$2,950,695	15,905	+16.8%	Shares	Sole	2026-02-03
2025-09-30	$2,744,838	13,620	-19.3%	Shares	Sole	2025-11-07
2025-06-30	$3,691,736	16,885	+2.4%	Shares	Sole	2025-08-11
2025-03-31	$4,024,298	16,491	-1.2%	Shares	Sole	2025-05-09
2024-12-31	$3,545,547	16,692	-1.3%	Shares	Sole	2025-02-05
2024-09-30	$3,773,567	16,915	+2.9%	Shares	Sole	2024-11-12
2024-06-30	$3,462,972	16,434	-1.8%	Shares	Sole	2024-08-02
2024-03-31	$3,446,045	16,730	+1.1%	Shares	Sole	2024-05-06
2023-12-31	$3,136,296	16,553	-5.2%	Shares	Sole	2024-01-29
2023-09-30	$3,323,970	17,467	-6.8%	Shares	Sole	2023-11-08
2023-06-30	$3,525,747	18,746	+41.5%	Shares	Sole	2023-08-09
2023-03-31	$2,206,121	13,246	-3.7%	Shares	Sole	2023-05-08
2022-12-31	$2,276,508	13,757	+20.5%	Shares	Sole	2023-02-14
2022-09-30	$1,704,742	11,419	-24.0%	Shares	Sole	2022-11-14
2022-06-30	$2,333,097	15,028	+126.9%	Shares	Sole	2022-08-09
2022-03-31	$1,128,862	6,624	+6.6%	Shares	Sole	2022-05-10
2021-12-31	$1,079,943	6,213	+40.4%	Shares	Sole	2022-01-31
2021-09-30	$670,229	4,426	-25.0%	Shares	Sole	2021-11-12
2021-06-30	$830,012	5,900	-18.4%	Shares	Sole	2021-08-11
2021-03-31	$880,735	7,231	-49.8%	Shares	Sole	2021-05-13
2020-12-31	$1,683,981	14,393	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.