Westfuller Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2024115 New York, NY

Position in MRSH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$9,166

-$8,179 QoQ

Shares Held

-45.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,397

of 1,495 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westfuller Advisors, LLC holds $92,751 across 5 Insurance Brokers names. MRSH ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	251	$57,622
2	BRO	Brown & Brown, Inc.	220	$14,113
3	AON	Aon plc	31	$10,282
4	MRSH	Marsh & Mclennan Companies, Inc. This page	55	$9,166
5	WTW	Willis Towers Watson PLC	6	$1,568

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,166	55	-45.0%	Shares	Sole	2026-07-29
2026-03-31	$17,345	100	+37.0%	Shares	Sole	2026-04-28
2025-12-31	$13,542	73	-22.3%	Shares	Sole	2026-01-21
2025-09-30	$18,943	94	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.