Beverly Hills Private Wealth, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1965710 BEVERLY HILLS, CA

Position in MRSH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$503,176

-$645,409 QoQ

Shares Held

3,019

-54.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#867

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

Beverly Hills Private Wealth, LLC holds $1,483,983 across 2 Insurance Brokers names. MRSH ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc	2,957	$980,807
2	MRSH	Marsh & Mclennan Companies, Inc. This page	3,019	$503,176

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,176	3,019	-54.4%	Shares	Sole	2026-08-07
2026-03-31	$1,148,585	6,622	+0.3%	Shares	Sole	2026-05-04
2025-12-31	$1,224,431	6,600	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$1,354,078	6,719	-3.3%	Shares	Defined	2025-11-10
2025-06-30	$1,518,452	6,945	-2.8%	Shares	Sole	2025-07-29
2025-03-31	$1,743,836	7,146	-3.5%	Shares	Sole	2025-04-30
2024-12-31	$1,573,106	7,406	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$1,691,689	7,583	-13.8%	Shares	Sole	2024-11-12
2024-06-30	$1,853,492	8,796	-5.0%	Shares	Sole	2024-08-08
2024-03-31	$1,906,342	9,255	-6.3%	Shares	Sole	2024-05-09
2023-12-31	$1,871,393	9,877	-2.0%	Shares	Defined	2024-01-30
2023-09-30	$1,917,651	10,077	-50.7%	Shares	Sole	2023-11-08
2023-06-30	$3,846,236	20,450	+104.2%	Shares	Sole	2023-08-10
2023-03-31	$1,667,831	10,014	+17.8%	Shares	Sole	2023-05-04
2022-12-31	$1,407,076	8,503	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.