MAI Capital Management
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1040197
INDEPENDENCE, OH
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,667,140
+$398,787 QoQ
Shares Held
15,377
+25.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026MAI Capital Management holds $21,337,228 across 14 Insurance Brokers names. MRSH ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
29,279 | $7,358,105 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
221,457 | $4,858,766 | |
| 3 | AON |
Aon plc
|
11,210 | $3,618,363 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
15,377 | $2,667,140 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
10,028 | $2,171,864 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,633 | $474,713 | |
| 7 | BRO |
Brown & Brown, Inc.
|
2,503 | $163,220 | |
| 8 | CRVL |
Corvel Corp
|
270 | $14,755 |
All Filings in MRSH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,667,140 | 15,377 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,268,353 | 12,227 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,657,987 | 8,227 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,796,564 | 8,217 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,800,697 | 7,379 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,544,857 | 7,273 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,593,754 | 7,144 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,448,144 | 11,618 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,494,417 | 12,110 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,159,389 | 11,397 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,883,208 | 9,896 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,606,955 | 8,544 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,279,936 | 7,685 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,348,662 | 8,150 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $968,294 | 6,486 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $534,215 | 3,441 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $591,357 | 3,470 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $631,140 | 3,631 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $387,206 | 2,557 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $332,848 | 2,366 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $258,216 | 2,120 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $216,450 | 1,850 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||