Carlson Capital, L.P.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1056973 DALLAS, TX

Position in MRSH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$316,673

-$12,882 QoQ

Shares Held

1,900

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,012

of 1,495 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carlson Capital, L.P. holds $1,273,193 across 4 Insurance Brokers names. MRSH ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,500	$344,355
2	MRSH	Marsh & Mclennan Companies, Inc. This page	1,900	$316,673
3	WTW	Willis Towers Watson PLC	1,200	$313,644
4	AON	Aon plc	900	$298,521

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,673	1,900	0.0%	Shares	Sole	2026-08-12
2026-03-31	$329,555	1,900	+90.0%	Shares	Sole	2026-05-28
2025-09-30	$201,530	1,000	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.