Northwest & Ethical Investments L.P.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2033536 TORONTO, A6

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$13,987,446

-$4,325,231 QoQ

Shares Held

83,923

-20.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#268

of 1,495 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Northwest & Ethical Investments L.P. holds $22,995,987 across 4 Insurance Brokers names. MRSH ranks #1 (60.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	83,923	$13,987,446
2	WTW	Willis Towers Watson PLC	29,703	$7,763,473
3	AON	Aon plc	3,254	$1,079,319
4	AJG	Arthur J. Gallagher & Co.	722	$165,749

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,987,446	83,923	-20.5%	Shares	Sole	2026-08-13
2026-03-31	$18,312,677	105,579	+55.4%	Shares	Sole	2026-05-14
2025-12-31	$12,601,817	67,927	-19.8%	Shares	Sole	2026-02-17
2025-09-30	$17,073,218	84,718	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$18,612,823	85,130	-14.6%	Shares	Sole	2025-08-13
2025-03-31	$24,333,207	99,714	-4.2%	Shares	Sole	2025-05-13
2024-12-31	$22,097,649	104,033	+4.2%	Shares	Sole	2025-02-11
2024-09-30	$22,283,567	99,886	+26.9%	Shares	Sole	2024-11-14
2024-06-30	$16,589,985	78,730	+10.3%	Shares	Sole	2024-08-14
2024-03-31	$14,696,673	71,350	-13.0%	Shares	Sole	2025-07-09
2023-12-31	$15,537,108	82,003	-0.6%	Shares	Sole	2025-07-09
2023-09-30	$15,702,223	82,513	-2.8%	Shares	Sole	2025-07-09
2023-06-30	$15,962,537	84,871	+14.3%	Shares	Sole	2025-07-09
2023-03-31	$12,365,171	74,243	+2.8%	Shares	Sole	2025-07-09
2022-12-31	$11,948,152	72,203	+27.2%	Shares	Sole	2025-07-09
2022-09-30	$8,475,193	56,770	+2.3%	Shares	Sole	2025-07-09
2022-06-30	$8,612,338	55,474	-2.8%	Shares	Sole	2025-07-09
2022-03-31	$9,723,483	57,056	+10.8%	Shares	Sole	2025-07-09
2021-12-31	$8,953,989	51,513	+20.3%	Shares	Sole	2025-07-09
2021-09-30	$6,484,838	42,824	+0.9%	Shares	Sole	2025-07-09
2021-06-30	$5,973,694	42,463	+190.8%	Shares	Sole	2025-07-09
2021-03-31	$1,778,645	14,603	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.