Position in MRSH
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,177,552
-$92,146 QoQ
Shares Held
6,789
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Welch & Forbes LLC holds $64,697,867 across 2 Insurance Brokers names. MRSH ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
293,288 | $63,520,315 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
6,789 | $1,177,552 |
All Filings in MRSH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,177,552 | 6,789 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,269,698 | 6,844 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,398,013 | 6,937 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,620,559 | 7,412 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,395,851 | 5,720 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,830,124 | 8,616 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,943,895 | 13,196 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,065,133 | 14,546 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,057,979 | 14,846 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,305,114 | 17,444 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,476,590 | 18,269 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,517,848 | 18,704 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,120,647 | 18,737 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,100,102 | 18,734 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,201,524 | 21,445 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,329,336 | 21,445 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,908,753 | 22,936 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,558,630 | 14,720 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,229,049 | 14,720 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,070,809 | 14,720 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,904,464 | 15,636 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,106,468 | 18,004 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,848,275 | 16,114 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,728,657 | 16,100 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,392,006 | 16,100 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||