Western Wealth Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1767902
GOLDEN, CO
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$708,514
-$24,138 QoQ
Shares Held
4,251
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#776
of 1,495 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Western Wealth Management, LLC holds $1,038,406 across 2 Insurance Brokers names. MRSH ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
4,251 | $708,514 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,437 | $329,892 |
All Filings in MRSH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,514 | 4,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $732,652 | 4,224 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $796,808 | 4,295 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $864,765 | 4,291 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $956,768 | 4,376 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $997,838 | 4,089 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $905,928 | 4,265 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $902,175 | 4,044 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $909,467 | 4,316 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $860,790 | 4,179 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $765,837 | 4,042 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $767,479 | 4,033 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $753,260 | 4,005 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $669,197 | 4,018 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $675,489 | 4,082 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,172,374 | 7,853 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,282,365 | 8,260 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,380,402 | 8,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $728,305 | 4,190 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $483,235 | 3,435 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $436,287 | 3,582 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $420,264 | 3,592 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $359,928 | 3,138 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $323,720 | 3,015 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $276,153 | 3,194 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||