Pinnacle Wealth Management Advisory Group, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1631864 RED BANK, NJ

Position in MRSH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$804,516

-$687,327 QoQ

Shares Held

4,827

-43.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#748

of 1,500 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $1,465,107 across 3 Insurance Brokers names. MRSH ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	4,827	$804,516
2	AON	Aon plc	1,332	$441,811
3	AJG	Arthur J. Gallagher & Co.	953	$218,780

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$804,516	4,827	-43.9%	Shares	Sole	2026-08-05
2026-03-31	$1,491,843	8,601	+45.8%	Shares	Sole	2026-04-21
2025-12-31	$1,094,753	5,901	+20.1%	Shares	Sole	2026-02-02
2025-09-30	$990,519	4,915	+6.5%	Shares	Sole	2025-10-20
2025-06-30	$1,009,460	4,617	+2.2%	Shares	Sole	2025-08-07
2025-03-31	$1,102,283	4,517	+1.1%	Shares	Sole	2025-05-07
2024-12-31	$949,472	4,470	+0.6%	Shares	Sole	2025-01-31
2024-09-30	$991,635	4,445	-4.2%	Shares	Sole	2024-10-16
2024-06-30	$977,319	4,638	-4.6%	Shares	Sole	2024-07-25
2024-03-31	$1,001,062	4,860	+1.9%	Shares	Sole	2024-05-01
2023-12-31	$903,961	4,771	0.0%	Shares	Sole	2024-02-07
2023-09-30	$907,921	4,771	+0.2%	Shares	Sole	2023-10-25
2023-06-30	$895,636	4,762	+3.3%	Shares	Sole	2023-08-02
2023-03-31	$767,795	4,610	+1.7%	Shares	Sole	2023-05-04
2022-12-31	$749,955	4,532	+0.8%	Shares	Sole	2023-02-07
2022-09-30	$671,357	4,497	+31.2%	Shares	Sole	2022-11-10
2022-06-30	$532,197	3,428	+11.3%	Shares	Sole	2022-08-01
2022-03-31	$524,723	3,079	0.0%	Shares	Sole	2022-05-05
2021-12-31	$535,191	3,079	—	Shares	Sole	2022-01-20
No filing history on record for this holder in this stock.