Aaron Wealth Advisors LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1812198 Chicago, IL

Position in MRSH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$898,184

+$59,554 QoQ

Shares Held

5,389

+11.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#726

of 1,500 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $2,781,329 across 4 Insurance Brokers names. MRSH ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	2,857	$947,638
2	MRSH	Marsh & Mclennan Companies, Inc. This page	5,389	$898,184
3	WTW	Willis Towers Watson PLC	1,834	$479,352
4	AJG	Arthur J. Gallagher & Co.	1,987	$456,155

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$898,184	5,389	+11.5%	Shares	Sole	2026-07-16
2026-03-31	$838,630	4,835	+19.7%	Shares	Sole	2026-04-21
2025-12-31	$749,500	4,040	+8.7%	Shares	Sole	2026-01-21
2025-09-30	$749,288	3,718	+15.5%	Shares	Sole	2025-10-03
2025-06-30	$704,020	3,220	-2.1%	Shares	Sole	2025-07-09
2025-03-31	$802,370	3,288	+7.8%	Shares	Sole	2025-04-28
2024-12-31	$647,638	3,049	+4.2%	Shares	Sole	2025-01-15
2024-09-30	$652,538	2,925	+6.8%	Shares	Sole	2024-10-17
2024-06-30	$577,372	2,740	+25.5%	Shares	Sole	2024-07-22
2024-03-31	$449,860	2,184	-7.5%	Shares	Sole	2024-04-25
2023-12-31	$447,149	2,360	+0.2%	Shares	Sole	2024-01-26
2023-09-30	$448,346	2,356	-5.7%	Shares	Sole	2023-10-19
2023-06-30	$470,011	2,499	+8.7%	Shares	Sole	2023-07-26
2023-03-31	$382,731	2,298	+25.4%	Shares	Sole	2023-05-02
2022-12-31	$303,324	1,833	-29.5%	Shares	Sole	2023-01-24
2022-09-30	$388,303	2,601	+7.6%	Shares	Sole	2022-10-21
2022-06-30	$375,239	2,417	-99.2%	Shares	Sole	2022-07-22
2022-03-31	$1,845,000	314,424	+15427.1%	Shares	Sole	2022-05-10
2021-12-31	$351,985	2,025	+10.2%	Shares	Sole	2022-01-21
2021-09-30	$278,328	1,838	+22.9%	Shares	Sole	2021-10-21
2021-06-30	$210,316	1,495	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.