Prestige Wealth Management Group LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1772715 FLEMINGTON, NJ

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$28,167

-$212,754 QoQ

Shares Held

169

-87.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,333

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $77,221 across 6 Insurance Brokers names. MRSH ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	134	$30,762
2	MRSH	Marsh & Mclennan Companies, Inc. This page	169	$28,167
3	AON	Aon plc	41	$13,599
4	BRO	Brown & Brown, Inc.	46	$2,950
5	ERIE	Erie Indemnity Co	4	$959
6	WTW	Willis Towers Watson PLC	3	$784

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,167	169	-87.8%	Shares	Other	2026-08-14
2026-03-31	$240,921	1,389	-1.0%	Shares	Other	2026-05-13
2025-12-31	$260,284	1,403	-6.7%	Shares	Other	2026-02-11
2025-09-30	$302,898	1,503	+1.1%	Shares	Other	2026-02-20
2025-06-30	$324,898	1,486	+1.6%	Shares	Other	2026-02-20
2025-03-31	$356,771	1,462	+1.4%	Shares	Other	2026-02-20
2024-12-31	$306,295	1,442	+5.3%	Shares	Other	2026-02-20
2024-09-30	$305,409	1,369	-47.6%	Shares	Other	2026-02-20
2024-06-30	$550,610	2,613	+73.0%	Shares	Other	2026-02-20
2024-03-31	$311,029	1,510	-50.5%	Shares	Sole	2024-04-26
2023-12-31	$578,072	3,051	+13.4%	Shares	Sole	2024-04-26
2023-09-30	$511,906	2,690	+93.8%	Shares	Sole	2024-04-26
2023-06-30	$261,054	1,388	-15.5%	Shares	Sole	2024-04-26
2023-03-31	$273,641	1,643	+7.7%	Shares	Other	2024-04-26
2022-12-31	$252,521	1,526	+6.3%	Shares	Sole	2023-02-08
2022-09-30	$214,379	1,436	+14.3%	Shares	Other	2022-11-01
2022-06-30	$194,993	1,256	+36.4%	Shares	Sole	2022-08-10
2022-03-31	$156,956	921	+8.0%	Shares	Other	2022-05-05
2021-12-31	$148,267	853	+7.3%	Shares	Other	2022-02-15
2021-09-30	$120,386	795	+23.3%	Shares	Other	2021-11-12
2021-06-30	$90,738	645	+250.5%	Shares	Other	2021-08-12
2021-03-31	$22,411	184	0.0%	Shares	Other	2021-05-13
2020-12-31	$21,528	184	-37.6%	Shares	Other	2021-02-17
2020-09-30	$33,836	295	0.0%	Shares	Sole	2020-10-26
2020-06-30	$31,674	295	+14.8%	Shares	Sole	2020-08-13
2020-03-31	$22,220	257	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.