OSTERWEIS CAPITAL MANAGEMENT INC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$88,979
-$67,043 QoQ
Shares Held
513
-39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $25,997,628 across 2 Insurance Brokers names. MRSH ranks #2 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
397,311 | $25,908,649 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
513 | $88,979 |
All Filings in MRSH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,979 | 513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $156,022 | 841 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $169,486 | 841 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $202,679 | 927 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,220 | 5 | Shares | Sole | 2025-06-05 | |
| No filing history on record for this holder in this stock. | ||||||