Callan Family Office, LLC

Family Office

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1938970 RADNOR, PA

Position in MRSH

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$12,201,860

-$1,942,741 QoQ

Shares Held

70,348

-7.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Callan Family Office, LLC holds $31,091,241 across 9 Insurance Brokers names. MRSH ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	70,348	$12,201,860
2	AON	Aon plc	25,719	$8,301,578
3	AJG	Arthur J. Gallagher & Co.	20,312	$4,399,172
4	CRVL	Corvel Corp	61,267	$3,348,241
5	WTW	Willis Towers Watson PLC	4,173	$1,213,091
6	BRO	Brown & Brown, Inc.	16,782	$1,094,354
7	GSHD	Goosehead Insurance, Inc.	9,290	$396,311
8	CRD-A	Crawford & Co	11,500	$114,655

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,201,860	70,348	-7.7%	Shares	Sole	2026-05-13
2025-12-31	$14,144,601	76,243	+21.0%	Shares	Sole	2026-02-12
2025-09-30	$12,702,234	63,029	+1.4%	Shares	Sole	2025-11-04
2025-06-30	$13,596,565	62,187	+121.1%	Shares	Sole	2025-07-24
2025-03-31	$6,863,587	28,126	+7.6%	Shares	Sole	2025-05-13
2024-12-31	$5,552,822	26,142	+1563.0%	Shares	Sole	2025-02-07
2024-09-30	$350,697	1,572	+14.1%	Shares	Sole	2024-10-08
2024-06-30	$290,372	1,378	+0.3%	Shares	Sole	2024-07-26
2023-03-31	$228,839	1,374	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.