JONES FINANCIAL COMPANIES LLLP

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 815917 DES PERES, MO

Position in MRSH

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

Position Value

$81,443,128

-$44,098,073 QoQ

Shares Held

488,649

-32.5% QoQ

Ownership

0.102%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#103

of 1,500 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $435,219,946 across 15 Insurance Brokers names. MRSH ranks #4 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	375,514	$124,554,238
2	BRO	Brown & Brown, Inc.	1,795,003	$115,149,442
3	AJG	Arthur J. Gallagher & Co.	424,430	$97,436,394
4	MRSH	Marsh & Mclennan Companies, Inc. This page	488,649	$81,443,128
5	WTW	Willis Towers Watson PLC	46,656	$12,194,477
6	GSHD	Goosehead Insurance, Inc.	53,696	$2,604,256
7	NP	Neptune Insurance Holdings Inc.	21,737	$684,715
8	LIFE	Ethos Technologies Inc.	21,117	$383,062

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,443,128	488,649	-32.5%	Shares	Sole	2026-08-14
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.