Arkadios Wealth Advisors

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1800798 ATLANTA, GA

Position in MRSH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$958,851

-$171,869 QoQ

Shares Held

5,753

-11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#710

of 1,500 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Arkadios Wealth Advisors holds $4,585,074 across 4 Insurance Brokers names. MRSH ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	7,920	$1,818,193
2	AON	Aon plc	4,308	$1,428,920
3	MRSH	Marsh & Mclennan Companies, Inc. This page	5,753	$958,851
4	RYAN	Ryan Specialty Holdings, Inc.	10,040	$379,110

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$958,851	5,753	-11.8%	Shares	Sole	2026-08-10
2026-03-31	$1,130,720	6,519	-7.4%	Shares	Sole	2026-05-18
2025-12-31	$1,305,503	7,037	-4.2%	Shares	Sole	2026-02-13
2025-09-30	$1,480,640	7,347	+43.7%	Shares	Sole	2025-10-29
2025-06-30	$1,117,468	5,111	+58.9%	Shares	Sole	2025-08-04
2025-03-31	$785,043	3,217	+11.9%	Shares	Sole	2025-05-08
2024-12-31	$610,466	2,874	+4.4%	Shares	Sole	2025-01-15
2024-09-30	$613,943	2,752	+4.3%	Shares	Sole	2024-10-24
2024-06-30	$555,879	2,638	+10.1%	Shares	Sole	2024-07-29
2024-03-31	$493,528	2,396	+0.1%	Shares	Sole	2024-04-30
2023-12-31	$453,591	2,394	+62.0%	Shares	Sole	2024-01-24
2023-09-30	$281,263	1,478	+790.4%	Shares	Sole	2023-10-13
2021-09-30	$25,137	166	-14.4%	Shares	Sole	2021-10-19
2021-06-30	$27,291	194	+78.0%	Shares	Sole	2021-07-28
2021-03-31	$13,276	109	+36.2%	Shares	Sole	2021-04-26
2020-12-31	$9,360	80	-60.0%	Shares	Sole	2021-02-09
2020-09-30	$22,940	200	+1.0%	Shares	Sole	2020-11-10
2020-06-30	$21,259	198	+141.5%	Shares	Sole	2020-08-10
2020-03-31	$7,089	82	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.