Pinnacle Financial Partners, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2082866 ATLANTA, GA

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,588,718

-$1,213,132 QoQ

Shares Held

15,532

-29.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#507

of 1,495 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 89% Shared 2% None 8%

Financial Services · as of Jun 30, 2026

Pinnacle Financial Partners, Inc. holds $7,252,211 across 3 Insurance Brokers names. MRSH ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	15,968	$3,665,771
2	MRSH	Marsh & Mclennan Companies, Inc. This page	15,532	$2,588,718
3	AON	Aon plc	3,008	$997,722

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,588,718	15,532	-29.1%	Shares	Defined	2026-08-14
2026-03-31	$3,801,850	21,919	-19.6%	Shares	Defined	2026-05-14
2025-12-31	$5,059,871	27,274	—	Shares	Defined	2026-02-18
No filing history on record for this holder in this stock.