Aerodigm Wealth, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1927705 LAKE OSWEGO, OR

Position in MRSH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,389,194

-$58,940 QoQ

Shares Held

8,335

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.85%

of 13F equity value

Holder Rank

#628

of 1,495 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aerodigm Wealth, LLC holds $1,767,320 across 2 Insurance Brokers names. MRSH ranks #1 (78.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRSH	Marsh & Mclennan Companies, Inc. This page	8,335	$1,389,194
2	AON	Aon plc	1,140	$378,126

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,389,194	8,335	-0.2%	Shares	Other	2026-08-04
2026-03-31	$1,448,134	8,349	0.0%	Shares	Other	2026-04-21
2025-12-31	$1,548,906	8,349	0.0%	Shares	Other	2026-04-21
2025-09-30	$1,682,573	8,349	-12.8%	Shares	Other	2025-11-06
2025-06-30	$2,092,603	9,571	-0.0%	Shares	Other	2025-07-28
2025-03-31	$2,336,343	9,574	-4.2%	Shares	Other	2025-05-08
2024-12-31	$2,121,975	9,990	+4.3%	Shares	Other	2025-02-04
2024-09-30	$2,135,863	9,574	-1.1%	Shares	Other	2024-11-12
2024-06-30	$2,039,558	9,679	-7.7%	Shares	Other	2024-08-13
2024-03-31	$2,160,730	10,490	-46.1%	Shares	Other	2024-05-14
2023-12-31	$3,687,465	19,462	+101.0%	Shares	Other	2024-02-15
2023-09-30	$1,842,484	9,682	+0.1%	Shares	Other	2023-12-11
2023-06-30	$1,819,297	9,673	-3.2%	Shares	Other	2023-08-08
2023-03-31	$1,664,500	9,994	-3.1%	Shares	Other	2023-08-08
2022-12-31	$1,706,264	10,311	—	Shares	Other	2023-02-13
No filing history on record for this holder in this stock.