DRIVE WEALTH MANAGEMENT, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1952781 LEHI, UT

Position in MRSH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$227,336

-$204,380 QoQ

Shares Held

1,364

-45.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,142

of 1,500 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DRIVE WEALTH MANAGEMENT, LLC holds $1,344,751 across 4 Insurance Brokers names. MRSH ranks #4 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	2,173	$498,854
2	BRO	Brown & Brown, Inc.	5,718	$366,809
3	AON	Aon plc	759	$251,752
4	MRSH	Marsh & Mclennan Companies, Inc. This page	1,364	$227,336

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,336	1,364	-45.2%	Shares	Sole	2026-07-22
2026-03-31	$431,716	2,489	+65.7%	Shares	Other	2026-04-14
2025-12-31	$278,651	1,502	+11.4%	Shares	Other	2026-02-04
2025-09-30	$271,662	1,348	-11.3%	Shares	Sole	2025-10-31
2025-06-30	$332,114	1,519	+2.3%	Shares	Sole	2025-07-30
2025-03-31	$362,384	1,485	+1.6%	Shares	Sole	2025-05-07
2024-12-31	$310,331	1,461	+1.4%	Shares	Sole	2025-01-22
2024-09-30	$321,472	1,441	+4.3%	Shares	Sole	2024-11-07
2024-06-30	$291,215	1,382	+3.7%	Shares	Sole	2024-08-01
2024-03-31	$274,571	1,333	-2.1%	Shares	Sole	2024-04-22
2023-12-31	$257,868	1,361	+4.7%	Shares	Sole	2024-01-22
2023-09-30	$247,390	1,300	+6.8%	Shares	Sole	2023-10-11
2023-06-30	$228,893	1,217	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.