WEST PACES ADVISORS INC.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2004720 ATLANTA, GA

Position in MRSH

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

Position Value

$190,170

-$251,433 QoQ

Shares Held

1,141

-55.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,200

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $767,323 across 5 Insurance Brokers names. MRSH ranks #3 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,510	$346,650
2	AON	Aon plc	665	$220,573
3	MRSH	Marsh & Mclennan Companies, Inc. This page	1,141	$190,170
4	BRO	Brown & Brown, Inc.	117	$7,505
5	GSHD	Goosehead Insurance, Inc.	50	$2,425

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$190,170	1,141	-55.2%	Shares	Sole	2026-07-20
2026-03-31	$441,603	2,546	-47.7%	Shares	Sole	2026-05-05
2025-12-31	$902,740	4,866	-12.4%	Shares	Sole	2026-01-21
2025-09-30	$1,119,297	5,554	+1.7%	Shares	Sole	2025-10-22
2025-06-30	$1,194,430	5,463	+1.0%	Shares	Sole	2025-07-23
2025-03-31	$1,319,958	5,409	+2.8%	Shares	Sole	2025-04-15
2024-12-31	$1,118,126	5,264	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$1,181,707	5,297	+3.7%	Shares	Sole	2024-10-15
2024-06-30	$1,076,568	5,109	-0.7%	Shares	Sole	2024-07-17
2024-03-31	$1,059,561	5,144	-9.1%	Shares	Sole	2024-04-15
2023-12-31	$1,071,831	5,657	-0.2%	Shares	Sole	2024-01-30
2023-09-30	$1,079,191	5,671	-3.6%	Shares	Sole	2023-12-18
2023-06-30	$1,105,910	5,880	-0.9%	Shares	Sole	2023-12-18
2023-03-31	$988,474	5,935	+0.7%	Shares	Sole	2023-12-18
2022-12-31	$975,670	5,896	-0.7%	Shares	Sole	2023-12-18
2022-09-30	$886,036	5,935	-3.8%	Shares	Sole	2023-12-19
2022-06-30	$958,203	6,172	-0.1%	Shares	Sole	2023-12-19
2022-03-31	$1,053,195	6,180	+2.6%	Shares	Sole	2023-12-19
2021-12-31	$1,047,265	6,025	-12.0%	Shares	Sole	2023-12-20
2021-09-30	$1,036,235	6,843	-3.2%	Shares	Sole	2023-12-20
2021-06-30	$994,888	7,072	-5.2%	Shares	Sole	2023-12-20
2021-03-31	$908,749	7,461	+3.0%	Shares	Sole	2023-12-20
2020-12-31	$847,899	7,247	-7.0%	Shares	Sole	2023-12-20
2020-09-30	$893,513	7,790	-1.5%	Shares	Sole	2023-12-20
2020-06-30	$848,867	7,906	-2.1%	Shares	Sole	2023-12-20
2020-03-31	$698,250	8,076	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.