Activest Wealth Management

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1883134 AVENTURA, FL

Position in MRSH

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

Position Value

$833

-$58,660 QoQ

Shares Held

-98.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,475

of 1,495 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Activest Wealth Management holds $7,945 across 6 Insurance Brokers names. MRSH ranks #5 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	11	$2,525
2	AON	Aon plc	6	$1,990
3	ERIE	Erie Indemnity Co	6	$1,438
4	BRO	Brown & Brown, Inc.	14	$898
5	MRSH	Marsh & Mclennan Companies, Inc. This page	5	$833
6	WTW	Willis Towers Watson PLC	1	$261

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$833	5	-98.5%	Shares	Sole	2026-07-16
2026-03-31	$59,493	343	+68.1%	Shares	Sole	2026-04-15
2025-12-31	$37,846	204	+1754.5%	Shares	Sole	2026-01-30
2025-09-30	$2,216	11	-88.2%	Shares	Sole	2025-11-03
2025-06-30	$20,333	93	-19.1%	Shares	Sole	2025-07-29
2025-03-31	$28,063	115	+2775.0%	Shares	Sole	2025-05-15
2024-12-31	$849	4	-90.0%	Shares	Sole	2025-01-28
2023-06-30	$7,523	40	0.0%	Shares	Sole	2023-07-21
2023-03-31	$6,662	40	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.