STEPHENS INC /AR/

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 757657 LITTLE ROCK, AR

Position in MRSH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,249,358

-$36,253 QoQ

Shares Held

7,496

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#648

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

STEPHENS INC /AR/ holds $17,551,937 across 5 Insurance Brokers names. MRSH ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	39,781	$13,194,959
2	BRO	Brown & Brown, Inc.	36,693	$2,353,855
3	MRSH	Marsh & Mclennan Companies, Inc. This page	7,496	$1,249,358
4	WTW	Willis Towers Watson PLC	1,785	$466,545
5	ERIE	Erie Indemnity Co	1,198	$287,220

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,358	7,496	+1.1%	Shares	Defined	2026-07-29
2026-03-31	$1,285,611	7,412	+16.1%	Shares	Defined	2026-04-28
2025-12-31	$1,184,174	6,383	+22.3%	Shares	Defined	2026-02-05
2025-09-30	$1,052,188	5,221	+32.8%	Shares	Defined	2025-10-27
2025-06-30	$859,692	3,932	+2.0%	Shares	Defined	2025-07-29
2025-03-31	$940,735	3,855	+3.5%	Shares	Defined	2025-05-01
2024-12-31	$791,014	3,724	-3.7%	Shares	Defined	2025-01-28
2024-09-30	$862,689	3,867	-14.3%	Shares	Defined	2024-10-28
2024-06-30	$950,768	4,512	-7.7%	Shares	Defined	2024-08-06
2024-03-31	$1,007,036	4,889	+11.4%	Shares	Defined	2024-05-15
2023-12-31	$831,394	4,388	+7.1%	Shares	Defined	2024-02-13
2023-09-30	$779,849	4,098	-4.6%	Shares	Defined	2023-11-14
2023-06-30	$808,179	4,297	-0.1%	Shares	Defined	2023-08-14
2023-03-31	$716,664	4,303	+16.8%	Shares	Defined	2023-05-15
2022-12-31	$609,462	3,683	+51.5%	Shares	Defined	2023-02-14
2022-09-30	$362,923	2,431	-1.2%	Shares	Defined	2022-11-02
2022-06-30	$382,070	2,461	-0.8%	Shares	Defined	2022-08-03
2022-03-31	$422,641	2,480	+30.0%	Shares	Defined	2022-05-04
2021-12-31	$331,648	1,908	-10.5%	Shares	Defined	2022-03-07
2021-09-30	$322,848	2,132	-62.2%	Shares	Defined	2021-10-27
2021-06-30	$792,450	5,633	-12.4%	Shares	Defined	2021-08-12
2021-03-31	$783,661	6,434	+3.3%	Shares	Defined	2021-05-14
2020-12-31	$728,559	6,227	-1.3%	Shares	Defined	2021-02-10
2020-09-30	$723,527	6,308	-8.2%	Shares	Defined	2020-11-13
2020-06-30	$738,168	6,875	+25.9%	Shares	Defined	2020-08-24
2020-03-31	$472,244	5,462	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.