Buck Wealth Strategies, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1973259 DENVER, CO

Position in MRSH

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

Position Value

$3,666

-$199,879 QoQ

Shares Held

-97.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,432

of 1,495 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $15,925 across 4 Insurance Brokers names. MRSH ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	24	$7,960
2	MRSH	Marsh & Mclennan Companies, Inc. This page	22	$3,666
3	GSHD	Goosehead Insurance, Inc.	65	$3,152
4	AJG	Arthur J. Gallagher & Co.	5	$1,147

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,666	22	-97.8%	Shares	Sole	2026-07-30
2025-09-30	$203,545	1,010	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.