FIDELIS CAPITAL PARTNERS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1962755 TAMPA, FL

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$853,183

-$75,641 QoQ

Shares Held

5,119

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#735

of 1,495 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $2,626,075 across 5 Insurance Brokers names. MRSH ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	5,119	$853,183
2	AON	Aon plc	2,190	$726,401
3	AJG	Arthur J. Gallagher & Co.	1,750	$401,747
4	BRO	Brown & Brown, Inc.	5,361	$343,908
5	WTW	Willis Towers Watson PLC	1,151	$300,836

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$853,183	5,119	-4.4%	Shares	Sole	2026-08-13
2026-03-31	$928,824	5,355	-3.6%	Shares	Sole	2026-05-06
2025-12-31	$1,030,749	5,556	-6.4%	Shares	Sole	2026-02-09
2025-09-30	$1,195,677	5,933	-4.5%	Shares	Sole	2025-11-03
2025-06-30	$1,357,754	6,210	+0.3%	Shares	Sole	2025-08-07
2025-03-31	$1,510,789	6,191	+0.1%	Shares	Sole	2025-05-01
2024-12-31	$1,313,755	6,185	-8.5%	Shares	Sole	2025-02-06
2024-09-30	$1,507,865	6,759	-1.4%	Shares	Sole	2024-10-25
2024-06-30	$1,443,853	6,852	-7.9%	Shares	Sole	2024-08-13
2024-03-31	$1,532,903	7,442	+37.4%	Shares	Sole	2024-05-06
2023-12-31	$1,026,169	5,416	+30.4%	Shares	Sole	2024-01-31
2023-09-30	$790,506	4,154	+5.1%	Shares	Sole	2023-11-08
2023-06-30	$743,480	3,953	+10.2%	Shares	Sole	2023-08-10
2023-03-31	$597,248	3,586	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.