BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2010186 CINCINNATI, OH

Position in MRSH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,179,376

+$416,084 QoQ

Shares Held

13,076

+28.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#538

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

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,585,612 across 6 Insurance Brokers names. MRSH ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	13,076	$2,179,376
2	AJG	Arthur J. Gallagher & Co.	1,664	$382,004
3	AON	Aon plc	28	$9,287
4	WTW	Willis Towers Watson PLC	28	$7,318
5	ERIE	Erie Indemnity Co	27	$6,473
6	BRO	Brown & Brown, Inc.	18	$1,154

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,179,376	13,076	+28.6%	Shares	Sole	2026-07-24
2026-03-31	$1,763,292	10,166	-0.1%	Shares	Sole	2026-05-06
2025-12-31	$1,887,109	10,172	-0.4%	Shares	Sole	2026-01-22
2025-09-30	$2,057,621	10,210	-1.6%	Shares	Sole	2025-10-09
2025-06-30	$2,269,045	10,378	-0.6%	Shares	Sole	2025-07-18
2025-03-31	$2,547,917	10,441	+0.2%	Shares	Sole	2025-04-24
2024-12-31	$2,213,312	10,420	+11.2%	Shares	Sole	2025-01-17
2024-09-30	$2,089,907	9,368	-0.0%	Shares	Sole	2024-10-17
2024-06-30	$1,974,867	9,372	+11.4%	Shares	Sole	2024-07-12
2024-03-31	$1,732,497	8,411	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,593,632	8,411	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,600,613	8,411	-1.2%	Shares	Sole	2024-02-14
2023-06-30	$1,601,313	8,514	0.0%	Shares	Sole	2024-02-14
2023-03-31	$1,418,006	8,514	0.0%	Shares	Sole	2024-02-14
2022-12-31	$1,408,896	8,514	-0.1%	Shares	Sole	2024-02-14
2022-09-30	$1,272,398	8,523	+16.7%	Shares	Sole	2024-02-14
2022-06-30	$1,133,480	7,301	+0.5%	Shares	Sole	2024-02-14
2022-03-31	$1,238,612	7,268	-0.5%	Shares	Sole	2024-02-14
2021-12-31	$1,269,581	7,304	-2.9%	Shares	Sole	2024-02-14
2021-09-30	$1,139,510	7,525	+9.5%	Shares	Sole	2024-02-14
2021-06-30	$966,893	6,873	0.0%	Shares	Sole	2024-02-14
2021-03-31	$837,131	6,873	0.0%	Shares	Sole	2024-02-14
2020-12-31	$804,141	6,873	+20.4%	Shares	Sole	2024-02-13
2020-09-30	$654,937	5,710	0.0%	Shares	Sole	2024-02-13
2020-06-30	$613,082	5,710	0.0%	Shares	Sole	2024-02-13
2020-03-31	$493,686	5,710	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.