JONES FINANCIAL COMPANIES LLLP

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 815917 DES PERES, MO

Position in MRSH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$125,541,201

+$123,593,242 QoQ

Shares Held

723,789

+6793.2% QoQ

Ownership

0.150%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 99.42980620042582.ToString("F0")% Shared 0.ToString("F0")% None 0.5701937995741854.ToString("F0")%

Financial Services · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $387,332,326 across 15 Insurance Brokers names. MRSH ranks #1 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	723,789	$125,541,201
2	BRO	Brown & Brown, Inc.	1,708,136	$111,387,548
3	AON	Aon plc	259,033	$83,610,671
4	AJG	Arthur J. Gallagher & Co.	222,038	$48,088,989
5	WTW	Willis Towers Watson PLC	51,366	$14,932,095
6	GSHD	Goosehead Insurance, Inc.	63,986	$2,729,642
7	BWIN	Baldwin Insurance Group, Inc.	17,241	$378,267
8	NP	Neptune Insurance Holdings Inc.	14,991	$362,632

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$125,541,201	723,789	+6793.2%	Shares	Sole	2026-05-15
2025-12-31	$1,947,959	10,500	+10.1%	Shares	Sole	2026-02-17
2025-09-30	$1,922,594	9,540	+11.7%	Shares	Defined	2025-11-04
2025-06-30	$1,867,185	8,540	+46.7%	Shares	Sole	2025-08-13
2025-03-31	$1,420,742	5,822	+36.0%	Shares	Sole	2025-05-28
2024-12-31	$909,113	4,280	+128.5%	Shares	Sole	2025-02-06
2024-09-30	$417,846	1,873	+51.3%	Shares	Sole	2024-11-12
2024-06-30	$260,871	1,238	+747.9%	Shares	Sole	2024-08-14
2024-03-31	$30,073	146	-44.1%	Shares	Sole	2024-05-14
2023-12-31	$49,451	261	-5.8%	Shares	Sole	2024-02-13
2023-09-30	$52,713	277	+50.5%	Shares	Sole	2023-11-14
2023-06-30	$34,606	184	+40.5%	Shares	Sole	2023-08-09
2023-03-31	$21,818	131	-17.1%	Shares	Sole	2023-05-11
2022-12-31	$26,145	158	-5.4%	Shares	Sole	2023-02-13
2022-09-30	$24,931	167	-25.1%	Shares	Sole	2022-11-03
2022-06-30	$34,620	223	-42.5%	Shares	Sole	2022-08-08
2022-03-31	$66,122	388	-48.8%	Shares	Sole	2022-05-02
2021-12-31	$131,755	758	+6.8%	Shares	Sole	2022-02-11
2021-09-30	$107,515	710	0.0%	Shares	Sole	2021-11-12
2021-06-30	$99,882	710	-17.6%	Shares	Sole	2021-08-12
2021-03-31	$104,991	862	-24.1%	Shares	Sole	2021-04-30
2020-12-31	$132,912	1,136	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.