Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,680,653
-$1,414,197 QoQ
Shares Held
46,083
-12.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#352
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JLB & ASSOCIATES INC holds $27,082,196 across 2 Insurance Brokers names. MRSH ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
58,493 | $19,401,543 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
46,083 | $7,680,653 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,680,653 | 46,083 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,094,850 | 52,435 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,396,726 | 56,041 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,591,199 | 57,516 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,433,619 | 56,868 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $14,853,862 | 60,869 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,541,987 | 63,754 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,776,589 | 66,236 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $14,248,043 | 67,616 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,056,899 | 68,244 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,278,436 | 70,082 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $13,596,364 | 71,447 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $14,916,436 | 79,309 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $13,467,066 | 80,859 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,982,071 | 78,451 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $12,226,851 | 81,900 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $12,759,066 | 82,184 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $14,460,137 | 84,850 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $14,594,274 | 83,962 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $12,828,846 | 84,718 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,958,175 | 92,111 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $11,228,133 | 92,185 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $11,061,999 | 94,547 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $10,608,373 | 92,488 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $9,908,747 | 92,286 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $8,162,515 | 94,408 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||