Amplius Wealth Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1900584 BLUE BELL, PA

Position in MRSH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$215,004

-$20,420 QoQ

Shares Held

1,290

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,159

of 1,494 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $754,995 across 2 Insurance Brokers names. MRSH ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc	1,628	$539,991
2	MRSH	Marsh & Mclennan Companies, Inc. This page	1,290	$215,004

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,004	1,290	+1.7%	Shares	Sole	2026-07-17
2025-12-31	$235,424	1,269	+1.6%	Shares	Sole	2026-01-12
2025-09-30	$251,710	1,249	-52.6%	Shares	Sole	2025-10-21
2025-06-30	$576,116	2,635	-0.4%	Shares	Sole	2025-08-04
2025-03-31	$645,459	2,645	+0.2%	Shares	Sole	2025-04-10
2024-12-31	$560,762	2,640	0.0%	Shares	Sole	2025-01-16
2024-09-30	$588,957	2,640	-0.4%	Shares	Sole	2024-10-16
2024-06-30	$558,408	2,650	-16.5%	Shares	Sole	2024-07-22
2024-03-31	$653,574	3,173	-13.0%	Shares	Sole	2024-04-17
2023-12-31	$690,807	3,646	-12.4%	Shares	Sole	2024-01-10
2023-09-30	$791,838	4,161	+7.8%	Shares	Sole	2023-10-17
2023-06-30	$725,988	3,860	-0.2%	Shares	Sole	2023-07-26
2023-03-31	$644,048	3,867	-12.3%	Shares	Sole	2023-04-25
2022-12-31	$729,932	4,411	-0.1%	Shares	Sole	2023-01-19
2022-09-30	$659,264	4,416	-0.5%	Shares	Sole	2022-11-10
2022-06-30	$688,999	4,438	-4.8%	Shares	Sole	2022-07-21
2022-03-31	$794,498	4,662	0.0%	Shares	Sole	2022-05-09
2021-12-31	$810,348	4,662	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.