Concurrent Investment Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2001015 Tampa, FL

Position in MRSH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,924,557

-$784,150 QoQ

Shares Held

17,547

-17.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#487

of 1,495 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $11,682,458 across 5 Insurance Brokers names. MRSH ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	24,267	$5,570,974
2	MRSH	Marsh & Mclennan Companies, Inc. This page	17,547	$2,924,557
3	AON	Aon plc	5,805	$1,925,460
4	BRO	Brown & Brown, Inc.	9,890	$634,442
5	WTW	Willis Towers Watson PLC	2,399	$627,025

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,924,557	17,547	-17.9%	Shares	Sole	2026-07-27
2026-03-31	$3,708,707	21,382	-11.7%	Shares	Sole	2026-04-21
2025-12-31	$4,489,954	24,202	+70.7%	Shares	Sole	2026-01-29
2025-09-30	$2,857,695	14,180	+10.8%	Shares	Sole	2025-10-27
2025-06-30	$2,797,061	12,793	+14.8%	Shares	Sole	2025-07-25
2025-03-31	$2,718,982	11,142	+40.5%	Shares	Sole	2025-04-29
2024-12-31	$1,685,048	7,933	+15.1%	Shares	Sole	2025-02-03
2024-09-30	$1,537,090	6,890	+16.9%	Shares	Sole	2024-10-30
2024-06-30	$1,241,562	5,892	+37.7%	Shares	Sole	2024-07-30
2024-03-31	$881,182	4,278	+10.7%	Shares	Sole	2024-05-07
2023-12-31	$731,922	3,863	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.