Composition Wealth, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1585859 LOS ANGELES, CA

Position in MRSH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,220,877

-$103,006 QoQ

Shares Held

13,325

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#534

of 1,495 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Composition Wealth, LLC holds $2,531,670 across 2 Insurance Brokers names. MRSH ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRSH	Marsh & Mclennan Companies, Inc. This page	13,325	$2,220,877
2	AON	Aon plc	937	$310,793

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,220,877	13,325	-0.5%	Shares	Sole	2026-07-22
2026-03-31	$2,323,883	13,398	-3.5%	Shares	Sole	2026-04-08
2025-12-31	$2,576,687	13,889	+1.8%	Shares	Sole	2026-02-02
2025-09-30	$2,748,466	13,638	+1.6%	Shares	Sole	2025-10-20
2025-06-30	$2,933,930	13,419	+1.9%	Shares	Sole	2025-07-22
2025-03-31	$3,214,363	13,172	+3.0%	Shares	Sole	2025-04-14
2024-12-31	$2,715,449	12,784	-4.4%	Shares	Sole	2025-01-13
2024-09-30	$2,984,498	13,378	-1.2%	Shares	Sole	2024-10-07
2024-06-30	$2,853,991	13,544	-0.5%	Shares	Sole	2024-07-18
2024-03-31	$2,804,005	13,613	+1.5%	Shares	Sole	2024-04-18
2023-12-31	$2,541,740	13,415	-0.1%	Shares	Sole	2024-01-22
2023-09-30	$2,556,299	13,433	-0.2%	Shares	Sole	2023-10-25
2023-06-30	$2,532,497	13,465	+0.2%	Shares	Sole	2023-07-13
2023-03-31	$2,237,266	13,433	+0.5%	Shares	Sole	2023-04-20
2022-12-31	$2,211,309	13,363	-0.1%	Shares	Sole	2023-01-20
2022-09-30	$1,997,500	13,380	+0.5%	Shares	Sole	2022-10-24
2022-06-30	$2,067,309	13,316	-2.4%	Shares	Sole	2022-07-15
2022-03-31	$2,324,017	13,637	+867.2%	Shares	Sole	2022-04-25
2021-12-31	$245,086	1,410	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.