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Equibles

MOODY NATIONAL BANK TRUST DIVISION

Bank

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1092903 GALVESTON, TX
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$1,421,527
-$69,448 QoQ
Shares Held
8,529
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#625
of 1,502 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 60% Shared 0% None 40%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

MOODY NATIONAL BANK TRUST DIVISION holds $3,807,378 across 3 Insurance Brokers names. MRSH ranks #1 (37.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
This page 		8,529 $1,421,527
2 TREE
LendingTree, Inc.
 28,823 $1,276,570
3 AJG
Arthur J. Gallagher & Co.
 4,832 $1,109,281

All Filings in MRSH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,421,527 8,529
2026-03-31 $1,490,975 8,596
2025-12-31 $1,590,647 8,574
2025-09-30 $2,462,292 12,218
2025-06-30 $2,654,288 12,140
2025-03-31 $3,047,446 12,488
2024-12-31 $2,634,945 12,405
2024-09-30 $2,914,224 13,063
2024-06-30 $3,065,343 14,547
2024-03-31 $2,992,888 14,530
2023-12-31 $2,774,598 14,644
2023-09-30 $4,150,251 21,809
2023-06-30 $3,424,183 18,206
2023-03-31 $2,981,577 17,902
2022-12-31 $2,965,566 17,921
2022-09-30 $2,678,262 17,940
2022-06-30 $2,785,184 17,940
2022-03-31 $4,353,548 25,546
2021-12-31 $4,753,976 27,350
2021-09-30 $22,954,819 151,587
2021-06-30 $21,334,121 151,650
2021-03-31 $18,546,607 152,271
2020-12-31 $17,827,173 152,369
2020-09-30 $22,696,949 197,881
2020-06-30 $21,248,630 197,901
2020-03-31 $17,065,993 197,386