ROTHSCHILD INVESTMENT LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 85338 CHICAGO, IL

Position in MRSH

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

Position Value

$3,272,898

+$2,310,078 QoQ

Shares Held

19,637

+253.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#462

of 1,470 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $12,843,387 across 14 Insurance Brokers names. MRSH ranks #3 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	21,255	$4,879,510
2	AON	Aon plc	13,054	$4,329,881
3	MRSH	Marsh & Mclennan Companies, Inc. This page	19,637	$3,272,898
4	WTW	Willis Towers Watson PLC	1,085	$283,586
5	BRO	Brown & Brown, Inc.	632	$40,542
6	CRVL	Corvel Corp	196	$12,253
7	BWIN	Baldwin Insurance Group, Inc.	337	$8,957
8	ERIE	Erie Indemnity Co	28	$6,713

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,272,898	19,637	+253.8%	Shares	Sole	2026-08-06
2026-03-31	$962,820	5,551	+51.6%	Shares	Sole	2026-05-07
2025-12-31	$679,374	3,662	+74.0%	Shares	Sole	2026-02-10
2025-09-30	$424,220	2,105	+22.2%	Shares	Sole	2025-11-07
2025-06-30	$376,716	1,723	-6.3%	Shares	Sole	2025-08-11
2025-03-31	$448,527	1,838	+3.6%	Shares	Sole	2025-04-08
2024-12-31	$376,815	1,774	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$394,200	1,767	-15.5%	Shares	Sole	2024-10-18
2024-06-30	$440,826	2,092	+254.6%	Shares	Sole	2024-07-31
2024-03-31	$121,528	590	-8.5%	Shares	Sole	2024-07-31
2023-12-31	$122,208	645	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.