J.Safra Asset Management Corp

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1535293 NEW YORK, NY

Position in MRSH

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

Position Value

$12,000

-$23,210 QoQ

Shares Held

-64.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,380

of 1,495 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.Safra Asset Management Corp holds $403,072 across 6 Insurance Brokers names. MRSH ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,073	$355,903
2	ERIE	Erie Indemnity Co	58	$13,905
3	BRO	Brown & Brown, Inc.	190	$12,188
4	MRSH	Marsh & Mclennan Companies, Inc. This page	72	$12,000
5	BWIN	Baldwin Insurance Group, Inc.	253	$6,724
6	WTW	Willis Towers Watson PLC	9	$2,352

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,000	72	-64.5%	Shares	Sole	2026-08-06
2026-03-31	$35,210	203	-24.0%	Shares	Sole	2026-05-04
2025-12-31	$49,533	267	+11.7%	Shares	Sole	2026-02-11
2024-12-31	$50,765	239	-58.8%	Shares	Sole	2025-02-06
2023-12-31	$109,892	580	-21.6%	Shares	Sole	2024-02-02
2023-09-30	$140,822	740	0.0%	Shares	Sole	2023-11-13
2023-06-30	$139,179	740	0.0%	Shares	Sole	2023-08-04
2023-03-31	$123,247	740	+740.9%	Shares	Sole	2023-05-12
2022-06-30	$13,662	88	-8.3%	Shares	Sole	2022-08-01
2022-03-31	$16,360	96	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.