Legacy Wealth Asset Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1846151 WOODBURY, MN

Position in MRSH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$605,345

-$26,186 QoQ

Shares Held

3,632

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#815

of 1,495 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,100,980 across 2 Insurance Brokers names. MRSH ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc	7,524	$2,495,635
2	MRSH	Marsh & Mclennan Companies, Inc. This page	3,632	$605,345

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,345	3,632	-0.2%	Shares	Sole	2026-07-09
2026-03-31	$631,531	3,641	+2.8%	Shares	Sole	2026-04-08
2025-12-31	$656,926	3,541	-2.5%	Shares	Sole	2026-01-12
2025-09-30	$731,755	3,631	-31.6%	Shares	Sole	2025-10-14
2025-06-30	$1,161,197	5,311	+0.4%	Shares	Sole	2025-07-30
2025-03-31	$1,291,406	5,292	-0.7%	Shares	Sole	2025-04-09
2024-12-31	$1,131,508	5,327	+0.7%	Shares	Sole	2025-01-15
2024-09-30	$1,180,592	5,292	+0.7%	Shares	Sole	2024-10-23
2024-06-30	$1,107,122	5,254	+82.2%	Shares	Sole	2024-08-14
2024-03-31	$593,840	2,883	+0.8%	Shares	Sole	2024-04-19
2023-12-31	$542,073	2,861	-0.1%	Shares	Sole	2024-01-10
2023-09-30	$545,209	2,865	-0.1%	Shares	Sole	2023-11-01
2023-06-30	$539,225	2,867	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$476,999	2,864	+0.2%	Shares	Sole	2023-04-24
2022-12-31	$472,776	2,857	+1.3%	Shares	Sole	2023-02-02
2022-09-30	$420,848	2,819	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.