Farther Finance Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in MRSH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,257,191

-$226,153 QoQ

Shares Held

7,543

-11.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#144

of 491 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $5,122,586 across 15 Insurance Brokers names. MRSH ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,005	$1,660,108
2	AJG	Arthur J. Gallagher & Co.	6,503	$1,492,893
3	MRSH	Marsh & Mclennan Companies, Inc. This page	7,543	$1,257,191
4	WTW	Willis Towers Watson PLC	1,022	$267,120
5	CRD-A	Crawford & Co	15,175	$171,022
6	BRO	Brown & Brown, Inc.	2,662	$170,767
7	ERIE	Erie Indemnity Co	148	$35,483
8	CRVL	Corvel Corp	424	$26,508

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,257,191	7,543	-11.8%	Shares	Sole	2026-07-17
2026-03-31	$1,483,344	8,552	+4.8%	Shares	Sole	2026-04-07
2025-12-31	$1,513,843	8,160	+22.7%	Shares	Sole	2026-01-23
2025-09-30	$1,340,779	6,653	+54.8%	Shares	Sole	2025-10-14
2025-06-30	$939,933	4,299	+9.8%	Shares	Sole	2025-07-11
2025-03-31	$955,133	3,914	-5.4%	Shares	Sole	2025-04-14
2024-12-31	$878,527	4,136	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$924,931	4,146	-4.1%	Shares	Sole	2024-10-29
2024-06-30	$911,364	4,325	+84.9%	Shares	Sole	2024-07-31
2024-03-31	$481,787	2,339	+59.3%	Shares	Sole	2024-05-14
2023-12-31	$278,141	1,468	+191.3%	Shares	Sole	2024-02-15
2023-09-30	$95,911	504	+11.5%	Shares	Sole	2023-11-14
2023-06-30	$85,012	452	-0.2%	Shares	Sole	2024-05-14
2023-03-31	$75,447	453	+48.0%	Shares	Sole	2024-05-14
2022-12-31	$50,636	306	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.