Raleigh Capital Management Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1911726 CARY, NC

Position in MRSH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$59,334

-$2,934 QoQ

Shares Held

356

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,273

of 1,500 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Raleigh Capital Management Inc. holds $412,412 across 2 Insurance Brokers names. MRSH ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AJG	Arthur J. Gallagher & Co.	1,538	$353,078
2	MRSH	Marsh & Mclennan Companies, Inc. This page	356	$59,334

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,334	356	-0.8%	Shares	Sole	2026-07-21
2026-03-31	$62,268	359	+0.3%	Shares	Sole	2026-04-28
2025-12-31	$66,416	358	-3.0%	Shares	Sole	2026-01-21
2025-09-30	$74,364	369	-4.2%	Shares	Sole	2025-11-04
2025-06-30	$84,176	385	-8.6%	Shares	Sole	2025-07-17
2025-03-31	$102,736	421	-36.2%	Shares	Sole	2025-04-29
2024-12-31	$140,190	660	-1.8%	Shares	Sole	2025-01-17
2024-09-30	$149,916	672	-3.4%	Shares	Sole	2024-10-21
2024-06-30	$146,661	696	+7.9%	Shares	Sole	2024-07-31
2024-03-31	$132,857	645	+28.0%	Shares	Sole	2024-05-13
2023-12-31	$95,492	504	+9.3%	Shares	Sole	2024-02-21
2023-09-30	$87,728	461	+80.8%	Shares	Sole	2023-12-08
2023-06-30	$47,960	255	-1.2%	Shares	Sole	2023-07-25
2023-03-31	$42,969	258	+91.1%	Shares	Sole	2023-05-22
2022-12-31	$22,339	135	+48.4%	Shares	Sole	2023-02-07
2022-09-30	$13,585	91	+75.0%	Shares	Sole	2022-11-09
2022-06-30	$8,073	52	0.0%	Shares	Sole	2022-08-30
2022-03-31	$8,861	52	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.