Clearstead Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 842775 CLEVELAND, OH

Position in MRSH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,650,033

+$150,211 QoQ

Shares Held

9,900

+14.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#577

of 1,470 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $8,349,125 across 13 Insurance Brokers names. MRSH ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	15,319	$3,516,782
2	AON	Aon plc	7,362	$2,441,901
3	MRSH	Marsh & Mclennan Companies, Inc. This page	9,900	$1,650,033
4	WTW	Willis Towers Watson PLC	2,496	$652,379
5	BRO	Brown & Brown, Inc.	1,107	$71,014
6	ERIE	Erie Indemnity Co	34	$8,151
7	CRVL	Corvel Corp	47	$2,938
8	LIFE	Ethos Technologies Inc.	133	$2,412

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,650,033	9,900	+14.5%	Shares	Sole	2026-08-06
2026-03-31	$1,499,822	8,647	-13.6%	Shares	Sole	2026-05-06
2025-12-31	$1,856,684	10,008	+9.4%	Shares	Sole	2026-02-09
2025-09-30	$1,842,790	9,144	+13.1%	Shares	Sole	2025-11-10
2025-06-30	$1,768,141	8,087	+9.9%	Shares	Sole	2025-08-08
2025-03-31	$1,795,328	7,357	-8.2%	Shares	Sole	2025-05-13
2024-12-31	$1,702,678	8,016	-3.0%	Shares	Sole	2025-02-10
2024-09-30	$1,844,061	8,266	+2.7%	Shares	Sole	2024-11-13
2024-06-30	$1,696,506	8,051	+7.3%	Shares	Sole	2024-08-12
2024-03-31	$1,545,467	7,503	+0.6%	Shares	Sole	2024-05-14
2023-12-31	$1,412,498	7,455	+0.7%	Shares	Sole	2024-02-12
2023-09-30	$1,409,171	7,405	-0.1%	Shares	Sole	2023-11-07
2023-06-30	$1,393,860	7,411	-2.6%	Shares	Sole	2023-08-07
2023-03-31	$1,266,779	7,606	+10.3%	Shares	Sole	2023-05-09
2022-12-31	$1,141,481	6,898	+1.7%	Shares	Sole	2023-02-14
2022-09-30	$1,012,186	6,780	+1.0%	Shares	Sole	2022-11-15
2022-06-30	$1,042,193	6,713	+1.0%	Shares	Sole	2022-08-12
2022-03-31	$1,132,611	6,646	+4.1%	Shares	Sole	2022-05-04
2021-12-31	$1,109,319	6,382	-6.2%	Shares	Sole	2022-02-14
2021-09-30	$1,029,875	6,801	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$949,167	6,747	+7.8%	Shares	Sole	2021-08-12
2021-03-31	$762,468	6,260	+252.5%	Shares	Sole	2021-05-14
2020-12-31	$207,792	1,776	+8.6%	Shares	Sole	2021-02-11
2020-09-30	$187,534	1,635	0.0%	Shares	Sole	2020-11-12
2020-06-30	$175,549	1,635	0.0%	Shares	Sole	2020-08-11
2020-03-31	$141,362	1,635	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.