Accurate Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1877728 WESLEY CHAPEL, FL

Position in MRSH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,461,695

-$295,006 QoQ

Shares Held

8,770

-13.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#615

of 1,500 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $6,123,088 across 3 Insurance Brokers names. MRSH ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	11,494	$3,812,444
2	MRSH	Marsh & Mclennan Companies, Inc. This page	8,770	$1,461,695
3	AJG	Arthur J. Gallagher & Co.	3,698	$848,949

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,461,695	8,770	-13.4%	Shares	Sole	2026-07-15
2026-03-31	$1,756,701	10,128	-26.0%	Shares	Sole	2026-04-23
2025-12-31	$2,538,284	13,682	+1.9%	Shares	Sole	2026-01-14
2025-09-30	$2,705,943	13,427	-3.5%	Shares	Sole	2025-10-20
2025-06-30	$3,042,375	13,915	-1.2%	Shares	Sole	2025-07-15
2025-03-31	$3,437,406	14,086	-1.0%	Shares	Sole	2025-04-15
2024-12-31	$3,022,594	14,230	-0.7%	Shares	Sole	2025-01-14
2024-09-30	$3,197,325	14,332	-2.1%	Shares	Sole	2024-10-17
2024-06-30	$3,083,887	14,635	-1.0%	Shares	Sole	2024-07-17
2024-03-31	$3,045,414	14,785	-1.5%	Shares	Sole	2024-04-23
2023-12-31	$2,844,134	15,011	-2.4%	Shares	Sole	2024-01-12
2023-09-30	$2,928,336	15,388	+2.8%	Shares	Sole	2023-10-23
2023-06-30	$2,814,241	14,963	+30.7%	Shares	Sole	2023-07-24
2023-03-31	$1,906,164	11,445	+12.9%	Shares	Sole	2023-04-13
2022-12-31	$1,677,967	10,140	-45.8%	Shares	Sole	2023-01-11
2022-09-30	$2,790,976	18,695	+94.9%	Shares	Sole	2022-11-14
2022-03-31	$1,635,009	9,594	+256.4%	Shares	Sole	2022-05-10
2021-12-31	$467,923	2,692	+3.1%	Shares	Sole	2022-02-08
2021-09-30	$395,383	2,611	+21.1%	Shares	Sole	2021-10-22
2021-06-30	$303,306	2,156	—	Shares	Sole	2021-08-25
No filing history on record for this holder in this stock.