Ascent Group, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1913231 VIRGINIA BEACH, VA

Position in MRSH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,654,130

-$65,775 QoQ

Shares Held

15,302

+4.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Ascent Group, LLC holds $9,500,911 across 4 Insurance Brokers names. MRSH ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWFG	TWFG, Inc.	174,442	$3,207,988
2	MRSH	Marsh & Mclennan Companies, Inc. This page	15,302	$2,654,130
3	AON	Aon plc	6,563	$2,118,403
4	AJG	Arthur J. Gallagher & Co.	7,020	$1,520,390

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,654,130	15,302	+4.4%	Shares	Other	2026-05-15
2025-12-31	$2,719,905	14,661	-21.4%	Shares	Other	2026-01-20
2025-09-30	$3,757,723	18,646	-7.5%	Shares	Sole	2025-10-20
2025-06-30	$4,405,594	20,150	-4.6%	Shares	Other	2025-07-21
2025-03-31	$5,155,618	21,127	+28.6%	Shares	Other	2025-05-16
2024-12-31	$3,489,258	16,427	+3.7%	Shares	Other	2025-02-21
2024-09-30	$3,534,414	15,843	-3.8%	Shares	Sole	2024-11-14
2024-06-30	$3,469,926	16,467	+26.1%	Shares	Sole	2024-08-15
2024-03-31	$2,690,098	13,060	-18.8%	Shares	Sole	2024-05-15
2023-12-31	$3,047,056	16,082	+6.2%	Shares	Sole	2024-02-14
2023-09-30	$2,882,854	15,149	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$2,835,682	15,077	+21.7%	Shares	Sole	2023-08-14
2023-03-31	$2,063,887	12,392	+0.7%	Shares	Sole	2023-05-10
2022-12-31	$2,037,224	12,311	-0.0%	Shares	Sole	2023-02-17
2022-09-30	$1,838,357	12,314	+15.5%	Shares	Sole	2022-11-15
2022-06-30	$1,655,430	10,663	+0.7%	Shares	Sole	2022-08-05
2022-03-31	$1,805,259	10,593	+29.2%	Shares	Sole	2022-05-10
2021-12-31	$1,425,671	8,202	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.