Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,399,454
-$1,246,082 QoQ
Shares Held
86,395
-4.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#264
of 1,500 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026&PARTNERS holds $29,156,490 across 8 Insurance Brokers names. MRSH ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
86,395 | $14,399,454 | |
| 2 | BRO |
Brown & Brown, Inc.
|
81,364 | $5,219,500 | |
| 3 | AON |
Aon plc
|
13,005 | $4,313,628 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
10,225 | $2,347,353 | |
| 5 | CRVL |
Corvel Corp
|
31,780 | $1,986,885 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,774 | $463,670 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5,472 | $265,392 | |
| 8 | CRD-A |
Crawford & Co
|
14,251 | $160,608 |
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,399,454 | 86,395 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,645,536 | 90,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,629,921 | 78,859 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,482,348 | 71,862 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,570,766 | 62,069 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,794,597 | 36,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,455,591 | 35,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,178,588 | 23,213 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,869,507 | 8,872 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $311,441 | 1,512 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||