Rossby Financial, LCC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2056510 MELBOURNE, FL

Position in MRSH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$180,836

-$288,172 QoQ

Shares Held

1,085

-59.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,202

of 1,495 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Rossby Financial, LCC holds $303,005 across 6 Insurance Brokers names. MRSH ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	1,085	$180,836
2	AON	Aon plc	211	$69,986
3	AJG	Arthur J. Gallagher & Co.	182	$41,781
4	WTW	Willis Towers Watson PLC	23	$6,011
5	BRO	Brown & Brown, Inc.	48	$3,079
6	CRVL	Corvel Corp	21	$1,312

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$180,836	1,085	-59.9%	Shares	Sole	2026-08-04
2026-03-31	$469,008	2,704	-1.8%	Shares	Sole	2026-05-11
2025-12-31	$510,736	2,753	-38.7%	Shares	Sole	2026-02-12
2025-09-30	$904,668	4,489	+8.2%	Shares	Sole	2025-11-10
2025-06-30	$907,137	4,149	+5.9%	Shares	Sole	2025-08-01
2025-03-31	$956,109	3,918	+14.9%	Shares	Sole	2025-04-28
2024-12-31	$724,105	3,409	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.