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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1631073 WASHINGTON, DC
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$17,833
-$1,940 QoQ
Shares Held
107
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,360
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $49,619 across 6 Insurance Brokers names. MRSH ranks #1 (35.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
This page 		107 $17,833
2 AON
Aon plc
 42 $13,930
3 AJG
Arthur J. Gallagher & Co.
 44 $10,101
4 WTW
Willis Towers Watson PLC
 26 $6,795
5 BRO
Brown & Brown, Inc.
 14 $898
6 CRVL
Corvel Corp
 1 $62

All Filings in MRSH

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,833 107
2026-03-31 $19,773 114
2025-12-31 $17,067 92
2025-09-30 $9,874 49
2025-06-30 $7,433 34
2025-03-31 $12,445 51
2024-12-31 $10,832 51
2024-09-30 $20,301 91
2024-06-30 $19,175 91
2024-03-31 $18,744 91
2023-12-31 $17,241 91
2023-09-30 $12,750 67
2023-06-30 $12,601 67
2023-03-31 $11,158 67
2022-12-31 $11,087 67
2022-09-30 $11,644 78
2022-06-30 $10,401 67
2022-03-31 $11,418 67
2021-12-31 $15,122 87
2021-09-30 $10,145 67
2021-06-30 $5,486 39
2021-03-31 $10,962 90
2020-12-31 $9,360 80
2020-09-30 $9,176 80
2020-06-30 $7,301 68
2020-03-31 $5,879 68

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