Medallion Wealth Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2131139 FARMINGTON, CT

Position in MRSH

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

Position Value

$333

-$270,489 QoQ

Shares Held

-99.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,487

of 1,495 holders

Holding Since

Dec 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $33,795 across 4 Insurance Brokers names. MRSH ranks #2 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	100	$33,169
2	MRSH	Marsh & Mclennan Companies, Inc. This page	2	$333
3	AJG	Arthur J. Gallagher & Co.	1	$229
4	BRO	Brown & Brown, Inc.	1	$64

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333	2	-99.8%	Shares	Sole	2026-08-14
2024-12-31	$270,822	1,275	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.