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Equibles

MAI Capital Management

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1040197 INDEPENDENCE, OH
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,086,395
+$419,255 QoQ
Shares Held
18,518
+20.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#485
of 1,502 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

MAI Capital Management holds $24,328,569 across 8 Insurance Brokers names. MRSH ranks #4 (12.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ERIE
Erie Indemnity Co
 29,430 $7,055,842
2 BWIN
Baldwin Insurance Group, Inc.
 221,435 $5,885,742
3 AON
Aon plc
 16,848 $5,588,312
4 MRSH
Marsh & Mclennan Companies, Inc.
This page 		18,518 $3,086,395
5 AJG
Arthur J. Gallagher & Co.
 9,379 $2,153,137
6 WTW
Willis Towers Watson PLC
 1,233 $322,269
7 BRO
Brown & Brown, Inc.
 3,554 $227,988
8 SLQT
SelectQuote, Inc.
 10,565 $8,884

All Filings in MRSH

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,086,395 18,518
2026-03-31 $2,667,140 15,377
2025-12-31 $2,268,353 12,227
2025-09-30 $1,657,987 8,227
2025-06-30 $1,796,564 8,217
2025-03-31 $1,800,697 7,379
2024-12-31 $1,544,857 7,273
2024-09-30 $1,593,754 7,144
2024-06-30 $2,448,144 11,618
2024-03-31 $2,494,417 12,110
2023-12-31 $2,159,389 11,397
2023-09-30 $1,883,208 9,896
2023-06-30 $1,606,955 8,544
2023-03-31 $1,279,936 7,685
2022-12-31 $1,348,662 8,150
2022-09-30 $968,294 6,486
2022-06-30 $534,215 3,441
2022-03-31 $591,357 3,470
2021-12-31 $631,140 3,631
2021-09-30 $387,206 2,557
2021-06-30 $332,848 2,366
2021-03-31 $258,216 2,120
2020-12-31 $216,450 1,850