Envestnet Portfolio Solutions, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1998033 BERWYN, PA

Position in MRSH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,492,363

-$4,005,481 QoQ

Shares Held

8,954

-71.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#608

of 1,495 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $3,371,724 across 3 Insurance Brokers names. MRSH ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	8,954	$1,492,363
2	AJG	Arthur J. Gallagher & Co.	6,116	$1,404,050
3	AON	Aon plc	1,433	$475,311

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,492,363	8,954	-71.8%	Shares	Sole	2026-07-20
2026-03-31	$5,497,844	31,697	-14.4%	Shares	Sole	2026-04-29
2025-12-31	$6,871,104	37,037	+83.4%	Shares	Sole	2026-02-06
2025-09-30	$4,069,495	20,193	-7.1%	Shares	Sole	2025-10-30
2025-06-30	$4,749,954	21,725	-11.3%	Shares	Sole	2025-07-25
2025-03-31	$5,974,342	24,482	-35.5%	Shares	Sole	2025-04-21
2024-12-31	$8,063,296	37,961	-17.7%	Shares	Sole	2025-02-10
2024-09-30	$10,287,572	46,114	+1.8%	Shares	Sole	2024-10-31
2024-06-30	$9,547,512	45,309	+1.0%	Shares	Sole	2024-07-16
2024-03-31	$9,244,176	44,879	+25.8%	Shares	Sole	2024-05-06
2023-12-31	$6,758,394	35,670	+6.7%	Shares	Sole	2024-02-07
2023-09-30	$6,363,061	33,437	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.