Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,089,730
-$405,283 QoQ
Shares Held
18,567
-7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#482
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BESSEMER GROUP INC holds $15,414,317 across 8 Insurance Brokers names. MRSH ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
56,161 | $3,511,185 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
14,851 | $3,407,964 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
18,567 | $3,089,730 | |
| 4 | AON |
Aon plc
|
8,332 | $2,763,637 | |
| 5 | BRO |
Brown & Brown, Inc.
|
29,974 | $1,922,829 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,992 | $520,646 | |
| 7 | ERIE |
Erie Indemnity Co
|
719 | $172,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
535 | $25,947 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,089,730 | 18,567 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,495,013 | 20,150 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,382,030 | 18,242 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,991,499 | 19,806 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $4,109,995 | 18,810 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $4,562,380 | 18,696 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $6,088,520 | 28,676 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,416,515 | 28,774 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,036,074 | 28,657 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,446,522 | 26,454 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $2,395,848 | 12,657 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,642,316 | 13,897 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,225,757 | 17,151 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,703,437 | 16,232 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,505,861 | 15,143 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,526,881 | 16,926 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $2,417,705 | 15,573 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,299,305 | 13,492 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,274,259 | 13,084 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $1,905,290 | 12,582 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,744,290 | 12,399 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,471,342 | 12,080 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,678,950 | 14,350 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,398,077 | 12,189 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,504,145 | 14,009 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,312,461 | 15,180 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||