EQUITABLE TRUST CO

Bank

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 33250 NASHVILLE, TN

Position in MRSH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,401,694

-$59,968 QoQ

Shares Held

8,410

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#156

of 534 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EQUITABLE TRUST CO holds $10,849,903 across 3 Insurance Brokers names. MRSH ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc.	282,998	$7,522,086
2	AON	Aon plc	5,807	$1,926,123
3	MRSH	Marsh & Mclennan Companies, Inc. This page	8,410	$1,401,694

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,401,694	8,410	-0.2%	Shares	Sole	2026-07-23
2026-03-31	$1,461,662	8,427	+11.8%	Shares	Sole	2026-04-30
2025-12-31	$1,398,820	7,540	+16.4%	Shares	Sole	2026-02-02
2025-09-30	$1,305,511	6,478	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.