CANANDAIGUA NATIONAL BANK & TRUST CO
BankPosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1074266
CANANDAIGUA, NY
Position in MRSH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$820,016
-$207,393 QoQ
Shares Held
4,920
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#740
of 1,495 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CANANDAIGUA NATIONAL BANK & TRUST CO holds $1,994,198 across 2 Insurance Brokers names. MRSH ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,540 | $1,174,182 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
4,920 | $820,016 |
All Filings in MRSH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,016 | 4,920 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $1,027,409 | 5,538 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $975,002 | 4,838 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,058,654 | 4,842 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,203,799 | 4,933 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,073,944 | 5,056 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,159,398 | 5,197 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,156,009 | 5,486 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,224,345 | 5,944 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,177,366 | 6,214 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,191,468 | 6,261 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,157,256 | 6,153 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $1,039,105 | 6,239 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||