Welch & Forbes LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 105495 Boston, MA

Position in MRSH

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,086,855

-$90,697 QoQ

Shares Held

6,521

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#681

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $67,838,620 across 3 Insurance Brokers names. MRSH ranks #2 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	289,883	$66,548,440
2	MRSH	Marsh & Mclennan Companies, Inc. This page	6,521	$1,086,855
3	AON	Aon plc	613	$203,325

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,086,855	6,521	-3.9%	Shares	Sole	2026-07-30
2026-03-31	$1,177,552	6,789	-0.8%	Shares	Sole	2026-05-01
2025-12-31	$1,269,698	6,844	-1.3%	Shares	Sole	2026-02-10
2025-09-30	$1,398,013	6,937	-6.4%	Shares	Sole	2025-11-04
2025-06-30	$1,620,559	7,412	+29.6%	Shares	Sole	2025-08-05
2025-03-31	$1,395,851	5,720	-33.6%	Shares	Sole	2025-05-02
2024-12-31	$1,830,124	8,616	-34.7%	Shares	Sole	2025-02-07
2024-09-30	$2,943,895	13,196	-9.3%	Shares	Sole	2024-11-04
2024-06-30	$3,065,133	14,546	-2.0%	Shares	Sole	2024-08-02
2024-03-31	$3,057,979	14,846	-14.9%	Shares	Sole	2024-05-03
2023-12-31	$3,305,114	17,444	-4.5%	Shares	Sole	2024-02-06
2023-09-30	$3,476,590	18,269	-2.3%	Shares	Sole	2023-11-03
2023-06-30	$3,517,848	18,704	-0.2%	Shares	Sole	2023-07-28
2023-03-31	$3,120,647	18,737	+0.0%	Shares	Sole	2023-04-14
2022-12-31	$3,100,102	18,734	-12.6%	Shares	Sole	2023-02-02
2022-09-30	$3,201,524	21,445	0.0%	Shares	Sole	2022-10-31
2022-06-30	$3,329,336	21,445	-6.5%	Shares	Sole	2022-07-22
2022-03-31	$3,908,753	22,936	+55.8%	Shares	Sole	2022-04-25
2021-12-31	$2,558,630	14,720	0.0%	Shares	Sole	2022-01-19
2021-09-30	$2,229,049	14,720	0.0%	Shares	Sole	2021-10-13
2021-06-30	$2,070,809	14,720	-5.9%	Shares	Sole	2021-07-22
2021-03-31	$1,904,464	15,636	-13.2%	Shares	Sole	2021-04-14
2020-12-31	$2,106,468	18,004	+11.7%	Shares	Sole	2021-01-20
2020-09-30	$1,848,275	16,114	+0.1%	Shares	Sole	2020-10-23
2020-06-30	$1,728,657	16,100	0.0%	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.