Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,984,285
-$41,381,609 QoQ
Shares Held
635,893
-25.2% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#90
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $526,244,039 across 9 Insurance Brokers names. MRSH ranks #4 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
448,019 | $148,603,422 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
541,466 | $124,304,349 | |
| 3 | BRO |
Brown & Brown, Inc.
|
1,906,350 | $122,292,352 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
635,893 | $105,984,285 | |
| 5 | WTW |
Willis Towers Watson PLC
|
82,306 | $21,512,318 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
46,092 | $2,235,462 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
21,526 | $678,069 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
12,683 | $337,114 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,984,285 | 635,893 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $147,365,894 | 849,616 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $160,197,076 | 863,503 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $159,096,649 | 789,444 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $177,099,274 | 810,004 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $196,383,874 | 804,753 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $167,534,351 | 788,731 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $169,392,237 | 759,300 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $150,530,360 | 714,362 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $132,778,209 | 644,617 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $114,708,927 | 605,420 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $114,448,132 | 601,409 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $110,339,200 | 586,661 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $88,615,758 | 532,067 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $83,926,822 | 507,172 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $68,333,615 | 457,724 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $60,707,097 | 391,028 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $59,529,751 | 349,312 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $53,999,616 | 310,664 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $43,495,693 | 287,233 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,589,086 | 274,304 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $32,011,475 | 262,820 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $29,858,985 | 255,205 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $33,180,874 | 289,284 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $30,983,438 | 288,567 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $14,769,269 | 170,822 | Shares | Other | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||