RWA WEALTH PARTNERS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1544576 BOSTON, MA

Position in MRSH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$949,852

-$34,997 QoQ

Shares Held

5,699

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#710

of 1,495 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $2,070,879 across 4 Insurance Brokers names. MRSH ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	5,699	$949,852
2	AJG	Arthur J. Gallagher & Co.	2,062	$473,373
3	BRO	Brown & Brown, Inc.	5,944	$381,307
4	AON	Aon plc	803	$266,347

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,852	5,699	+0.4%	Shares	Sole	2026-08-07
2026-03-31	$984,849	5,678	-15.5%	Shares	Sole	2026-05-13
2025-12-31	$1,246,693	6,720	-2.4%	Shares	Sole	2026-02-12
2025-09-30	$1,387,735	6,886	-15.7%	Shares	Sole	2025-11-10
2025-06-30	$1,786,506	8,171	+3.6%	Shares	Sole	2025-08-06
2025-03-31	$1,924,664	7,887	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$1,674,427	7,883	+0.2%	Shares	Sole	2025-02-12
2024-09-30	$1,755,048	7,867	+3.4%	Shares	Sole	2024-11-08
2024-06-30	$1,603,578	7,610	-0.6%	Shares	Sole	2024-08-12
2024-03-31	$1,577,600	7,659	-2.6%	Shares	Sole	2024-04-29
2023-12-31	$1,489,422	7,861	+153.5%	Shares	Sole	2024-02-01
2023-09-30	$590,120	3,101	+0.7%	Shares	Sole	2023-10-11
2023-06-30	$579,098	3,079	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.