Avidian Wealth Enterprises, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1471474 HOUSTON, TX

Position in MRSH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$246,004

+$27,457 QoQ

Shares Held

1,476

+17.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,109

of 1,495 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $2,072,355 across 3 Insurance Brokers names. MRSH ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,141	$1,180,219
2	AON	Aon plc	1,948	$646,132
3	MRSH	Marsh & Mclennan Companies, Inc. This page	1,476	$246,004

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,004	1,476	+17.1%	Shares	Sole	2026-07-24
2026-03-31	$218,547	1,260	-5.3%	Shares	Sole	2026-05-07
2025-12-31	$246,741	1,330	+13.0%	Shares	Sole	2026-02-02
2025-09-30	$237,200	1,177	-1.3%	Shares	Sole	2025-10-30
2025-06-30	$260,837	1,193	-2.2%	Shares	Sole	2025-07-30
2025-03-31	$297,716	1,220	+11.3%	Shares	Sole	2025-04-25
2024-12-31	$232,801	1,096	-1.4%	Shares	Sole	2025-01-29
2024-09-30	$247,852	1,111	+1.4%	Shares	Sole	2024-10-30
2024-06-30	$230,949	1,096	-66.7%	Shares	Sole	2024-08-06
2023-03-31	$547,616	3,288	-11.0%	Shares	Sole	2023-05-08
2022-12-31	$611,283	3,694	-1.5%	Shares	Sole	2023-02-06
2022-09-30	$559,688	3,749	-0.2%	Shares	Sole	2022-11-03
2022-06-30	$582,963	3,755	-0.4%	Shares	Sole	2022-07-29
2022-03-31	$642,653	3,771	+6.2%	Shares	Sole	2022-05-10
2021-12-31	$617,061	3,550	+4.4%	Shares	Sole	2022-02-14
2021-09-30	$514,862	3,400	+10.7%	Shares	Sole	2021-11-10
2021-06-30	$431,887	3,070	+3.1%	Shares	Sole	2021-08-09
2021-03-31	$362,598	2,977	-3.6%	Shares	Sole	2021-05-05
2020-12-31	$361,413	3,089	+12.1%	Shares	Sole	2021-02-09
2020-09-30	$316,113	2,756	+1.7%	Shares	Sole	2021-02-03
2020-06-30	$290,972	2,710	+14.4%	Shares	Sole	2020-08-10
2020-03-31	$204,737	2,368	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.