Allied Private Wealth LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2132253 BOCA RATON, FL

Position in MRSH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$10,166

New position

Shares Held

61

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,392

of 1,500 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allied Private Wealth LLC holds $105,392 across 6 Insurance Brokers names. MRSH ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	149	$34,205
2	BRO	Brown & Brown, Inc.	517	$33,165
3	GSHD	Goosehead Insurance, Inc.	318	$15,423
4	MRSH	Marsh & Mclennan Companies, Inc. This page	61	$10,166
5	WTW	Willis Towers Watson PLC	26	$6,795
6	AON	Aon plc	17	$5,638

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,166	61	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.