American Capital Advisory, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2018007 KETCHUM, ID

Position in MRSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,000

+$1,746 QoQ

Shares Held

+84.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,429

of 1,494 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

American Capital Advisory, LLC holds $11,606 across 5 Insurance Brokers names. MRSH ranks #1 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	24	$4,000
2	AJG	Arthur J. Gallagher & Co.	12	$2,754
3	AON	Aon plc	8	$2,653
4	BRO	Brown & Brown, Inc.	18	$1,154
5	WTW	Willis Towers Watson PLC	4	$1,045

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,000	24	+84.6%	Shares	Sole	2026-07-28
2026-03-31	$2,254	13	+8.3%	Shares	Sole	2026-04-29
2025-12-31	$2,226	12	+20.0%	Shares	Sole	2026-01-30
2025-09-30	$2,015	10	-16.7%	Shares	Sole	2025-10-28
2025-06-30	$2,623	12	+200.0%	Shares	Sole	2025-08-05
2025-03-31	$976	4	—	Shares	Sole	2025-04-28
No filing history on record for this holder in this stock.