Empower Advisory Group, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1978885 Greenwood Village, CO

Position in MRSH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$610,512

-$20,846 QoQ

Shares Held

3,663

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#812

of 1,495 holders

Holding Since

Mar 2023

14 quarters on record

Financial Services · as of Jun 30, 2026

Empower Advisory Group, LLC holds $3,598,747 across 6 Insurance Brokers names. MRSH ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	3,932	$1,027,706
2	AJG	Arthur J. Gallagher & Co.	3,405	$781,685
3	MRSH	Marsh & Mclennan Companies, Inc. This page	3,663	$610,512
4	BWIN	Baldwin Insurance Group, Inc.	22,806	$606,183
5	AON	Aon plc	1,074	$356,235
6	SLQT	SelectQuote, Inc.	257,344	$216,426

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$610,512	3,663	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$631,358	3,640	-9.2%	Shares	Sole	2026-05-14
2025-12-31	$743,564	4,008	+10.1%	Shares	Sole	2026-02-12
2025-09-30	$733,367	3,639	-1.6%	Shares	Sole	2025-11-14
2025-06-30	$808,312	3,697	+15.1%	Shares	Sole	2025-08-08
2025-03-31	$783,824	3,212	-7.9%	Shares	Sole	2025-05-09
2024-12-31	$740,673	3,487	+4.6%	Shares	Sole	2025-01-31
2024-09-30	$744,005	3,335	-0.1%	Shares	Sole	2024-11-05
2024-06-30	$703,594	3,339	+1.3%	Shares	Sole	2024-07-25
2024-03-31	$679,116	3,297	+0.4%	Shares	Sole	2024-05-02
2023-12-31	$622,408	3,285	-0.0%	Shares	Sole	2024-02-07
2023-09-30	$625,325	3,286	+6.2%	Shares	Sole	2023-11-06
2023-06-30	$581,731	3,093	-0.5%	Shares	Sole	2023-08-10
2023-03-31	$517,803	3,109	—	Shares	Sole	2023-05-25
No filing history on record for this holder in this stock.