NWAM LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1655006 MERCER ISLAND, WA

Position in MRSH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$230,671

-$26,208 QoQ

Shares Held

1,384

-6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,132

of 1,495 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $603,822 across 2 Insurance Brokers names. MRSH ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc	1,125	$373,151
2	MRSH	Marsh & Mclennan Companies, Inc. This page	1,384	$230,671

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,671	1,384	-6.5%	Shares	Sole	2026-07-23
2026-03-31	$256,879	1,481	-24.8%	Shares	Sole	2026-05-04
2025-12-31	$365,288	1,969	-6.6%	Shares	Sole	2026-02-04
2025-09-30	$424,825	2,108	+7.2%	Shares	Sole	2026-02-04
2025-06-30	$430,064	1,967	+57.6%	Shares	Sole	2026-02-04
2024-12-31	$265,087	1,248	-2.9%	Shares	Sole	2025-02-05
2024-09-30	$286,670	1,285	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$270,985	1,286	-3.0%	Shares	Sole	2024-07-24
2024-03-31	$273,129	1,326	-0.3%	Shares	Sole	2024-05-09
2023-12-31	$251,995	1,330	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$251,957	1,324	-18.6%	Shares	Sole	2023-11-01
2023-06-30	$305,818	1,626	-8.5%	Shares	Sole	2023-08-10
2023-03-31	$295,959	1,777	+2.8%	Shares	Sole	2023-05-12
2022-12-31	$286,114	1,729	-8.4%	Shares	Sole	2023-02-08
2022-09-30	$281,710	1,887	+19.1%	Shares	Sole	2022-11-14
2022-06-30	$246,071	1,585	-3.4%	Shares	Sole	2022-08-10
2022-03-31	$279,488	1,640	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.