Marsh & McLennan Companies, Inc.

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
ATWOOD & PALMER INC	$7.3K	42	0.00%
Turning Point Benefit Group, Inc.	$7.4K	40	0.00%
Wilkerson Advisory Group LLC	$7.4K	40	0.00%
SJS Investment Consulting Inc.	$7.4K	40	0.00%
Operose Advisors LLC	$7.6K	41	0.00%
Sunbelt Securities, Inc.	$7.6K	41	0.00%
CX Institutional	$7.6K	41,078	0.01%
Joseph Group Capital Management	$7.8K	42	0.00%
Red Tortoise LLC	$8.0K	43	0.00%
Guinness Atkinson Asset Management Inc	$8.3K	44	0.00%
Evelyn Partners Asset Management Ltd	$8.3K	45	0.00%
Quest 10 Wealth Builders, Inc.	$8.3K	45	0.00%
Investors Research Corp	$8.3K	45	0.00%
AMERICAN NATIONAL BANK & TRUST	$8.7K	50	0.00%
Kingdom Financial Group LLC.	$9.0K	48	0.00%
NCP Inc.	$9.3K	50	0.00%
Steigerwald, Gordon & Koch Inc.	$9.5K	51	0.00%
Cherry Tree Wealth Management, LLC	$9.8K	53	0.00%
Miller Global Investments, LLC	$9.8K	53	0.00%
Wealth Watch Advisors, INC	$10.0K	54	0.00%
Hughes Financial Services, LLC	$10.2K	55	0.00%
RICHARDS, MERRILL & PETERSON, INC.	$10.9K	59	0.00%
Reyes Financial Architecture, Inc.	$11.1K	60	0.00%
State of Alaska, Department of Revenue	$11.2K	64,672	0.01%
Osbon Capital Management LLC	$11.3K	61	0.00%
HANTZ FINANCIAL SERVICES, INC.	$11.3K	65,184	0.01%
Pflug Koory, LLC	$11.3K	61	0.00%
Copia Wealth Management	$11.5K	62	0.00%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$11.5K	62,191	0.01%
CWM, LLC	$11.9K	64,363	0.01%
Field & Main Bank	$12.1K	65	0.00%
Gillson Capital LP	$12.9K	69,600	0.01%
Abound Wealth Management	$12.9K	70	0.00%
Ares Financial Consulting, LLC	$13.0K	70	0.00%
1248 Management, LLC	$13.4K	72	0.00%
GHP Investment Advisors, Inc.	$13.4K	72	0.00%
Westfuller Advisors, LLC	$13.5K	73	0.00%
Kilter Group LLC	$13.7K	74	0.00%
Greenline Wealth Management LLC	$13.9K	75	0.00%
Align Financial, LLC	$13.9K	13,914	0.00%
Aspect Partners, LLC	$14.1K	76	0.00%
HIGHLINE WEALTH PARTNERS LLC	$14.1K	76	0.00%
Signature Equity Partners, LLC	$14.4K	78	0.00%
Vancity Investment Management Ltd	$15.2K	81,766	0.02%
Wesleyan Assurance Society	$15.2K	81,926	0.02%
Boreal Capital Management LLC	$15.4K	83	0.00%
SG Americas Securities, LLC	$15.5K	92,764	0.02%
Mascoma Wealth Management LLC	$15.8K	85	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	$15.9K	95	0.00%
MCGUIRE CAPITAL ADVISORS INC	$16.5K	89	0.00%