MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1965241 ST. LOUIS, MO

Position in MRSH

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

Position Value

$716,180

New position

Shares Held

4,297

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#774

of 1,495 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $2,249,815 across 4 Insurance Brokers names. MRSH ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	15,987	$1,025,566
2	MRSH	Marsh & Mclennan Companies, Inc. This page	4,297	$716,180
3	AJG	Arthur J. Gallagher & Co.	1,287	$295,456
4	AON	Aon plc	641	$212,613

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$716,180	4,297	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.