Ascentis Wealth Management, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2032602 DALLAS, TX

Position in MRSH

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

Position Value

$6,666

-$159,672 QoQ

Shares Held

-95.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,409

of 1,495 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $970,554 across 6 Insurance Brokers names. MRSH ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,120	$371,461
2	AJG	Arthur J. Gallagher & Co.	1,391	$319,305
3	WTW	Willis Towers Watson PLC	970	$253,509
4	BRO	Brown & Brown, Inc.	160	$10,263
5	ERIE	Erie Indemnity Co	39	$9,350
6	MRSH	Marsh & Mclennan Companies, Inc. This page	40	$6,666

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,666	40	-95.8%	Shares	Sole	2026-07-30
2026-03-31	$166,338	959	0.0%	Shares	Sole	2026-04-28
2025-12-31	$177,912	959	-31.9%	Shares	Sole	2026-01-14
2025-09-30	$283,955	1,409	+2.9%	Shares	Sole	2025-10-24
2025-06-30	$299,318	1,369	0.0%	Shares	Sole	2025-07-16
2025-03-31	$334,077	1,369	+2006.2%	Shares	Sole	2025-04-21
2024-09-30	$14,500	65	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.