Bleakley Financial Group, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1936953 PARSIPPANY, NJ

Position in MRSH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,718,987

+$693,916 QoQ

Shares Held

46,313

+14.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#354

of 1,500 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $21,021,046 across 5 Insurance Brokers names. MRSH ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	25,014	$8,296,893
2	MRSH	Marsh & Mclennan Companies, Inc. This page	46,313	$7,718,987
3	AJG	Arthur J. Gallagher & Co.	13,343	$3,063,152
4	BRO	Brown & Brown, Inc.	15,162	$972,642
5	BWIN	Baldwin Insurance Group, Inc.	36,470	$969,372

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,718,987	46,313	+14.3%	Shares	Sole	2026-08-05
2026-03-31	$7,025,071	40,502	+7.2%	Shares	Sole	2026-05-04
2025-12-31	$7,012,470	37,799	+7.9%	Shares	Sole	2026-02-09
2025-09-30	$7,059,192	35,028	+2.1%	Shares	Sole	2025-11-10
2025-06-30	$7,497,384	34,291	+1.5%	Shares	Sole	2025-07-30
2025-03-31	$8,243,089	33,779	+3.5%	Shares	Sole	2025-05-01
2024-12-31	$6,929,239	32,622	+8.1%	Shares	Sole	2025-01-27
2024-09-30	$6,733,302	30,182	+0.7%	Shares	Sole	2024-10-16
2024-06-30	$6,318,017	29,983	-0.8%	Shares	Sole	2024-08-12
2024-03-31	$6,222,655	30,210	+1.5%	Shares	Sole	2024-05-08
2023-12-31	$5,638,816	29,761	+1.1%	Shares	Sole	2024-01-25
2023-09-30	$5,599,577	29,425	-2.6%	Shares	Sole	2023-11-14
2023-06-30	$5,680,768	30,204	+12.9%	Shares	Sole	2023-08-14
2023-03-31	$4,457,377	26,763	+23.3%	Shares	Sole	2023-05-12
2022-12-31	$3,592,570	21,710	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.