Perigon Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in MRSH

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

Position Value

$1,461,195

+$244,964 QoQ

Shares Held

8,767

+25.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#613

of 1,495 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $3,688,354 across 5 Insurance Brokers names. MRSH ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	8,767	$1,461,195
2	AON	Aon plc	3,363	$1,115,473
3	AJG	Arthur J. Gallagher & Co.	2,733	$627,414
4	BRO	Brown & Brown, Inc.	4,249	$272,573
5	ERIE	Erie Indemnity Co	883	$211,699

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,461,195	8,767	+25.0%	Shares	Sole	2026-08-07
2026-03-31	$1,216,231	7,012	-11.2%	Shares	Sole	2026-04-10
2025-12-31	$1,464,865	7,896	-41.0%	Shares	Sole	2026-01-16
2025-09-30	$2,696,471	13,380	-12.8%	Shares	Sole	2025-10-17
2025-06-30	$3,353,281	15,337	+41.9%	Shares	Sole	2025-07-16
2025-03-31	$2,637,476	10,808	+2.0%	Shares	Sole	2025-04-23
2024-12-31	$2,251,121	10,598	+12.6%	Shares	Sole	2025-01-22
2024-09-30	$2,100,615	9,416	+68.1%	Shares	Sole	2024-10-16
2024-06-30	$1,180,242	5,601	-0.9%	Shares	Sole	2024-08-02
2024-03-31	$1,164,404	5,653	+6.5%	Shares	Sole	2024-04-29
2023-12-31	$1,006,085	5,310	+5.5%	Shares	Sole	2024-01-29
2023-09-30	$957,970	5,034	-4.1%	Shares	Sole	2023-10-30
2023-06-30	$986,855	5,247	+6.0%	Shares	Sole	2023-08-02
2023-03-31	$824,089	4,948	+1.1%	Shares	Sole	2023-05-03
2022-12-31	$809,528	4,892	+63.1%	Shares	Sole	2023-05-01
2022-09-30	$447,870	3,000	+16.6%	Shares	Sole	2022-12-13
2022-06-30	$399,613	2,574	+17.2%	Shares	Sole	2022-08-11
2022-03-31	$374,412	2,197	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$373,365	2,148	+51.6%	Shares	Sole	2022-02-11
2021-09-30	$214,576	1,417	-12.2%	Shares	Sole	2021-11-01
2020-12-31	$188,721	1,613	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.