Aspect Partners, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1985284 FAIRFAX, VA

Position in MRSH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$11,333

-$1,848 QoQ

Shares Held

-10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,383

of 1,495 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

Aspect Partners, LLC holds $56,344 across 6 Insurance Brokers names. MRSH ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	45	$14,926
2	MRSH	Marsh & Mclennan Companies, Inc. This page	68	$11,333
3	ERIE	Erie Indemnity Co	36	$8,631
4	BRO	Brown & Brown, Inc.	134	$8,596
5	WTW	Willis Towers Watson PLC	29	$7,579
6	AJG	Arthur J. Gallagher & Co.	23	$5,279

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,333	68	-10.5%	Shares	Sole	2026-07-16
2026-03-31	$13,181	76	0.0%	Shares	Sole	2026-04-02
2025-12-31	$14,099	76	+7.0%	Shares	Sole	2026-01-23
2025-09-30	$14,308	71	+1.4%	Shares	Sole	2025-11-06
2025-06-30	$15,304	70	+11.1%	Shares	Other	2025-08-06
2025-03-31	$15,373	63	-7.4%	Shares	Other	2025-04-24
2024-12-31	$14,443	68	-2.9%	Shares	Other	2025-02-03
2024-09-30	$15,616	70	0.0%	Shares	Other	2024-10-15
2024-06-30	$14,750	70	+7.7%	Shares	Other	2024-07-15
2024-03-31	$13,388	65	+1.6%	Shares	Other	2024-05-17
2023-12-31	$12,126	64	—	Shares	Other	2024-02-16
No filing history on record for this holder in this stock.