DIVERSIFY WEALTH MANAGEMENT, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2030780 SANDY, UT

Position in MRSH

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

Position Value

$452,842

-$695,050 QoQ

Shares Held

2,717

-58.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#897

of 1,495 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,214,567 across 4 Insurance Brokers names. MRSH ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,644	$1,208,678
2	MRSH	Marsh & Mclennan Companies, Inc. This page	2,717	$452,842
3	AJG	Arthur J. Gallagher & Co.	1,225	$281,223
4	WTW	Willis Towers Watson PLC	1,040	$271,824

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,842	2,717	-58.9%	Shares	Sole	2026-07-30
2026-03-31	$1,147,892	6,618	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.