Evernest Financial Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2009530
CARMEL, IN
Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$273,172
-$31,753 QoQ
Shares Held
1,639
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,066
of 1,495 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $1,016,820 across 2 Insurance Brokers names. MRSH ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,242 | $743,648 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,639 | $273,172 |
All Filings in MRSH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,172 | 1,639 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $304,925 | 1,758 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $351,374 | 1,894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $476,618 | 2,365 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $548,786 | 2,510 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $530,521 | 2,174 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $461,779 | 2,174 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $497,713 | 2,231 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $436,822 | 2,073 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $436,059 | 2,117 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $335,551 | 1,771 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $309,747 | 1,782 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||