Private Wealth Asset Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1883006 OMAHA, NE

Position in MRSH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$326,673

-$46,591 QoQ

Shares Held

1,960

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,005

of 1,495 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $1,900,520 across 5 Insurance Brokers names. MRSH ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,183	$1,387,459
2	MRSH	Marsh & Mclennan Companies, Inc. This page	1,960	$326,673
3	LIFE	Ethos Technologies Inc.	5,263	$95,470
4	BRO	Brown & Brown, Inc.	1,131	$72,553
5	AJG	Arthur J. Gallagher & Co.	80	$18,365

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,673	1,960	-8.9%	Shares	Sole	2026-08-11
2026-03-31	$373,264	2,152	+19.7%	Shares	Sole	2026-05-06
2025-12-31	$333,564	1,798	0.0%	Shares	Sole	2026-02-10
2025-09-30	$362,350	1,798	+7.8%	Shares	Sole	2025-11-03
2025-06-30	$364,691	1,668	+4.3%	Shares	Sole	2025-07-28
2025-03-31	$390,203	1,599	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.