Callan Family Office, LLC

Family Office

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1938970 RADNOR, PA

Position in MRSH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,100,388

-$1,101,472 QoQ

Shares Held

66,601

-5.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#296

of 1,500 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Callan Family Office, LLC holds $30,604,814 across 11 Insurance Brokers names. MRSH ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	66,601	$11,100,388
2	AON	Aon plc	23,980	$7,953,926
3	AJG	Arthur J. Gallagher & Co.	20,355	$4,672,897
4	CRVL	Corvel Corp	61,305	$3,832,788
5	BRO	Brown & Brown, Inc.	18,986	$1,217,951
6	WTW	Willis Towers Watson PLC	3,387	$885,260
7	RYAN	Ryan Specialty Holdings, Inc.	10,737	$405,429
8	GSHD	Goosehead Insurance, Inc.	7,675	$372,237

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,100,388	66,601	-5.3%	Shares	Sole	2026-08-11
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.