AXXCESS WEALTH MANAGEMENT, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1911056 CARLSBAD, CA

Position in MRSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,421,235

+$174,635 QoQ

Shares Held

20,527

+17.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#463

of 1,495 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $6,708,658 across 4 Insurance Brokers names. MRSH ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	20,527	$3,421,235
2	AON	Aon plc	6,578	$2,181,856
3	AJG	Arthur J. Gallagher & Co.	2,964	$680,445
4	BRO	Brown & Brown, Inc.	6,627	$425,122

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,421,235	20,527	+17.3%	Shares	Sole	2026-07-28
2025-12-31	$3,246,600	17,500	+7.8%	Shares	Sole	2026-02-19
2025-09-30	$3,271,033	16,231	+13.4%	Shares	Sole	2025-11-07
2025-06-30	$3,128,301	14,308	-9.2%	Shares	Sole	2025-07-28
2025-03-31	$3,844,936	15,756	-26.9%	Shares	Sole	2025-04-30
2024-12-31	$4,575,523	21,541	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$4,850,422	21,742	-0.9%	Shares	Sole	2024-11-04
2024-06-30	$4,624,671	21,947	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$4,516,317	21,926	+3.9%	Shares	Sole	2024-05-14
2023-12-31	$4,000,280	21,113	+59.4%	Shares	Sole	2024-02-06
2023-09-30	$2,520,333	13,244	+311.0%	Shares	Sole	2023-11-14
2023-06-30	$605,993	3,222	-4.2%	Shares	Sole	2023-08-08
2023-03-31	$560,107	3,363	+60.4%	Shares	Sole	2023-05-03
2022-12-31	$346,846	2,096	+6.8%	Shares	Sole	2023-02-16
2022-09-30	$292,906	1,962	+30.5%	Shares	Sole	2022-11-14
2022-06-30	$233,340	1,503	+4.7%	Shares	Sole	2022-08-11
2022-03-31	$244,723	1,436	+16.5%	Shares	Sole	2022-08-11
2021-12-31	$214,320	1,233	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.