Applied Finance Capital Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1966007 SAN JUAN, PR

Position in MRSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,534,197

New position

Shares Held

9,205

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#599

of 1,494 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $3,228,895 across 3 Insurance Brokers names. MRSH ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	9,205	$1,534,197
2	AON	Aon plc	4,196	$1,391,771
3	WTW	Willis Towers Watson PLC	1,159	$302,927

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,534,197	9,205	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.