LGT Group Foundation

Endowment

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1911278 VADUZ, N2

Position in MRSH

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

Position Value

$466,841

+$17,087 QoQ

Shares Held

2,801

+8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#885

of 1,495 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LGT Group Foundation holds $1,594,587 across 2 Insurance Brokers names. MRSH ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc	3,400	$1,127,746
2	MRSH	Marsh & Mclennan Companies, Inc. This page	2,801	$466,841

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,841	2,801	+8.0%	Shares	Defined	2026-08-10
2026-03-31	$449,754	2,593	-0.5%	Shares	Defined	2026-04-28
2025-12-31	$483,649	2,607	+5.4%	Shares	Defined	2026-02-05
2025-09-30	$498,383	2,473	0.0%	Shares	Defined	2025-11-13
2025-06-30	$540,696	2,473	0.0%	Shares	Defined	2025-07-22
2025-03-31	$603,485	2,473	-26.5%	Shares	Defined	2025-05-13
2024-12-31	$714,971	3,366	+100.4%	Shares	Defined	2025-02-06
2024-09-30	$374,790	1,680	-90.8%	Shares	Defined	2024-11-13
2024-06-30	$3,868,818	18,360	0.0%	Shares	Defined	2024-08-07
2024-03-31	$3,781,791	18,360	-0.0%	Shares	Defined	2024-05-14
2023-12-31	$3,479,237	18,363	0.0%	Shares	Defined	2024-02-06
2023-09-30	$3,494,478	18,363	0.0%	Shares	Defined	2023-11-06
2023-06-30	$3,453,712	18,363	-0.2%	Shares	Defined	2023-07-27
2023-03-31	$3,064,186	18,398	-0.1%	Shares	Defined	2023-04-20
2022-12-31	$3,048,637	18,423	0.0%	Shares	Defined	2023-02-09
2022-09-30	$2,750,369	18,423	-0.2%	Shares	Defined	2022-10-19
2022-06-30	$2,867,156	18,468	-5.1%	Shares	Defined	2022-08-03
2022-03-31	$3,315,861	19,457	-0.1%	Shares	Defined	2022-05-11
2021-12-31	$3,385,491	19,477	—	Shares	Defined	2022-05-03
No filing history on record for this holder in this stock.