Aventura Private Wealth, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2074418 AVENTURA, FL

Position in MRSH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$41,000

-$19,880 QoQ

Shares Held

246

-29.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,305

of 1,495 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $430,397 across 6 Insurance Brokers names. MRSH ranks #2 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,633	$374,887
2	MRSH	Marsh & Mclennan Companies, Inc. This page	246	$41,000
3	CRVL	Corvel Corp	132	$8,252
4	AON	Aon plc	13	$4,311
5	WTW	Willis Towers Watson PLC	5	$1,306
6	BRO	Brown & Brown, Inc.	10	$641

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,000	246	-29.9%	Shares	Sole	2026-07-15
2026-03-31	$60,880	351	0.0%	Shares	Sole	2026-05-06
2025-12-31	$65,117	351	-5.4%	Shares	Sole	2026-01-07
2025-09-30	$74,767	371	0.0%	Shares	Sole	2026-01-07
2025-06-30	$81,115	371	+2.2%	Shares	Sole	2026-01-07
2025-03-31	$88,582	363	0.0%	Shares	Sole	2026-01-07
2024-12-31	$77,104	363	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.