Modern Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2001900 KANSAS CITY, MO

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$274,669

-$4,758 QoQ

Shares Held

1,648

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,064

of 1,495 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $2,619,789 across 5 Insurance Brokers names. MRSH ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,497	$1,491,608
2	AJG	Arthur J. Gallagher & Co.	1,458	$334,711
3	WTW	Willis Towers Watson PLC	1,202	$314,164
4	MRSH	Marsh & Mclennan Companies, Inc. This page	1,648	$274,669
5	BRO	Brown & Brown, Inc.	3,190	$204,637

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,669	1,648	+2.3%	Shares	Other	2026-08-14
2026-03-31	$279,427	1,611	+23.6%	Shares	Other	2026-05-14
2025-12-31	$241,730	1,303	+23.0%	Shares	Other	2026-02-17
2025-09-30	$213,418	1,059	-16.9%	Shares	Other	2025-11-12
2025-06-30	$278,763	1,275	+8.5%	Shares	Other	2025-11-12
2025-03-31	$286,733	1,175	—	Shares	Other	2025-06-02
No filing history on record for this holder in this stock.