Washington Trust Advisors, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1900099 WELLESLEY, MA

Position in MRSH

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

Position Value

$115,335

+$512 QoQ

Shares Held

692

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,219

of 1,495 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Financial Services · as of Jun 30, 2026

Washington Trust Advisors, Inc. holds $225,931 across 5 Insurance Brokers names. MRSH ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	692	$115,335
2	WTW	Willis Towers Watson PLC	323	$84,422
3	AON	Aon plc	62	$20,564
4	AJG	Arthur J. Gallagher & Co.	14	$3,213
5	ERIE	Erie Indemnity Co	10	$2,397

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,335	692	+4.5%	Shares	Other	2026-07-29
2026-03-31	$114,823	662	+10.7%	Shares	Other	2026-04-06
2025-12-31	$110,940	598	+1.5%	Shares	Other	2026-02-03
2025-09-30	$118,700	589	+7.1%	Shares	Other	2025-11-10
2025-06-30	$120,252	550	0.0%	Shares	Sole	2025-07-31
2025-03-31	$134,216	550	0.0%	Shares	Sole	2025-04-25
2024-12-31	$116,825	550	0.0%	Shares	Sole	2025-02-06
2024-09-30	$122,699	550	-14.5%	Shares	Sole	2024-11-01
2024-06-30	$135,492	643	-5.9%	Shares	Sole	2024-07-25
2024-03-31	$140,684	683	0.0%	Shares	Sole	2024-05-07
2023-12-31	$129,407	683	0.0%	Shares	Sole	2024-01-18
2023-09-30	$129,974	683	0.0%	Shares	Sole	2023-10-18
2023-06-30	$128,458	683	-22.6%	Shares	Sole	2023-07-27
2023-03-31	$146,896	882	+9.3%	Shares	Sole	2023-05-11
2022-12-31	$133,541	807	-5.7%	Shares	Sole	2023-02-08
2022-09-30	$127,791	856	0.0%	Shares	Sole	2022-10-14
2022-06-30	$132,893	856	0.0%	Shares	Sole	2022-07-25
2022-03-31	$145,879	856	-4.9%	Shares	Other	2022-05-05
2021-12-31	$156,437	900	—	Shares	Other	2022-02-11
No filing history on record for this holder in this stock.