Annis Gardner Whiting Capital Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1998414 TAMPA, FL

Position in MRSH

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$80,307

+$1,833 QoQ

Shares Held

463

+9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $38,377,656 across 6 Insurance Brokers names. MRSH ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc.	1,717,538	$37,682,783
2	AON	Aon plc	1,630	$526,131
3	MRSH	Marsh & Mclennan Companies, Inc. This page	463	$80,307
4	WTW	Willis Towers Watson PLC	120	$34,884
5	AJG	Arthur J. Gallagher & Co.	147	$31,837
6	BRO	Brown & Brown, Inc.	333	$21,714

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$80,307	463	+9.5%	Shares	Sole	2026-05-06
2025-12-31	$78,474	423	-39.6%	Shares	Sole	2026-02-09
2025-09-30	$141,071	700	+12.7%	Shares	Sole	2025-11-03
2025-06-30	$135,775	621	+5.3%	Shares	Sole	2025-08-11
2025-03-31	$143,977	590	+66.2%	Shares	Sole	2025-05-09
2024-12-31	$75,405	355	-10.6%	Shares	Sole	2025-02-12
2024-09-30	$88,566	397	-47.3%	Shares	Sole	2024-11-14
2024-06-30	$158,672	753	+10.9%	Shares	Sole	2024-08-12
2024-03-31	$139,860	679	+112.9%	Shares	Sole	2024-05-13
2023-12-31	$60,440	319	-0.6%	Shares	Sole	2024-02-09
2023-09-30	$61,086	321	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.