OPPENHEIMER & CO INC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 822581 NEW YORK, NY

Position in MRSH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$759,015

-$27,754 QoQ

Shares Held

4,554

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#763

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $3,994,900 across 4 Insurance Brokers names. MRSH ranks #4 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,468	$1,255,288
2	ERIE	Erie Indemnity Co	4,902	$1,175,254
3	AON	Aon plc	2,428	$805,343
4	MRSH	Marsh & Mclennan Companies, Inc. This page	4,554	$759,015

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$759,015	4,554	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$786,769	4,536	-8.7%	Shares	Sole	2026-04-24
2025-12-31	$921,663	4,968	-0.9%	Shares	Sole	2026-02-02
2025-09-30	$1,010,672	5,015	-15.5%	Shares	Sole	2025-11-06
2025-06-30	$1,297,191	5,933	+1.8%	Shares	Sole	2025-07-31
2025-03-31	$1,421,718	5,826	+5.9%	Shares	Sole	2025-04-23
2024-12-31	$1,168,892	5,503	-0.4%	Shares	Sole	2025-02-05
2024-09-30	$1,232,795	5,526	+2.3%	Shares	Sole	2024-11-05
2024-06-30	$1,138,730	5,404	+23.4%	Shares	Sole	2024-08-08
2024-03-31	$902,192	4,380	-1.2%	Shares	Sole	2024-05-07
2023-12-31	$839,920	4,433	-5.1%	Shares	Sole	2024-02-13
2023-09-30	$888,891	4,671	-1.2%	Shares	Sole	2023-11-08
2023-06-30	$889,054	4,727	+0.2%	Shares	Sole	2023-08-03
2023-03-31	$785,616	4,717	-2.6%	Shares	Sole	2023-05-10
2022-12-31	$801,419	4,843	+1.7%	Shares	Sole	2023-02-08
2022-09-30	$711,068	4,763	0.0%	Shares	Sole	2022-11-14
2022-06-30	$739,455	4,763	-0.5%	Shares	Sole	2022-08-08
2022-03-31	$815,970	4,788	+0.4%	Shares	Sole	2022-05-12
2021-12-31	$829,295	4,771	+2.3%	Shares	Sole	2022-02-02
2021-09-30	$705,966	4,662	0.0%	Shares	Sole	2021-11-12
2021-06-30	$655,850	4,662	-0.6%	Shares	Sole	2021-08-03
2021-03-31	$571,485	4,692	+0.4%	Shares	Sole	2021-05-10
2020-12-31	$546,975	4,675	+1.0%	Shares	Sole	2021-02-11
2020-09-30	$530,946	4,629	+2.9%	Shares	Sole	2020-11-13
2020-06-30	$483,057	4,499	-15.0%	Shares	Sole	2020-08-11
2020-03-31	$457,719	5,294	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.