SOA Wealth Advisors, LLC.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1849444 NEW YORK, NY

Position in MRSH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$439,508

-$33,663 QoQ

Shares Held

2,637

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#913

of 1,500 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $579,562 across 4 Insurance Brokers names. MRSH ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	2,637	$439,508
2	BRO	Brown & Brown, Inc.	1,106	$70,949
3	AJG	Arthur J. Gallagher & Co.	223	$51,194
4	AON	Aon plc	54	$17,911

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,508	2,637	-3.3%	Shares	Sole	2026-07-21
2026-03-31	$473,171	2,728	-1.2%	Shares	Sole	2026-05-20
2025-12-31	$512,220	2,761	0.0%	Shares	Sole	2026-01-20
2025-09-30	$556,424	2,761	+1.4%	Shares	Sole	2025-10-21
2025-06-30	$595,356	2,723	+59.1%	Shares	Sole	2025-07-18
2025-03-31	$417,535	1,711	+0.1%	Shares	Sole	2025-04-14
2024-12-31	$363,008	1,709	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$380,814	1,707	-1.6%	Shares	Sole	2024-11-20
2024-06-30	$365,388	1,734	-5.3%	Shares	Sole	2024-07-17
2024-03-31	$377,149	1,831	+0.1%	Shares	Sole	2024-04-10
2023-12-31	$346,540	1,829	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$347,678	1,827	-0.6%	Shares	Sole	2023-10-10
2023-06-30	$345,691	1,838	-1.1%	Shares	Sole	2023-07-07
2023-03-31	$309,449	1,858	+0.1%	Shares	Sole	2023-04-28
2022-12-31	$307,296	1,857	-0.3%	Shares	Sole	2023-01-10
2022-09-30	$277,977	1,862	+0.1%	Shares	Sole	2022-10-07
2022-06-30	$288,765	1,860	+0.1%	Shares	Sole	2022-07-13
2022-03-31	$316,640	1,858	+0.3%	Shares	Sole	2022-04-07
2021-12-31	$321,914	1,852	+0.3%	Shares	Sole	2022-01-13
2021-09-30	$279,691	1,847	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$258,569	1,838	+2.2%	Shares	Sole	2021-07-14
2021-03-31	$219,118	1,799	+3.5%	Shares	Sole	2021-04-26
2020-12-31	$203,346	1,738	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.