MassMutual Private Wealth & Trust, FSB
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1103653
Windsor, CT
Position in MRSH
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$460,175
-$87,406 QoQ
Shares Held
2,761
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#235
of 491 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. MRSH ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,761 | $460,175 | |
| 2 | AON |
Aon plc
|
650 | $215,598 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
931 | $213,729 | |
| 4 | WTW |
Willis Towers Watson PLC
|
337 | $88,081 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,315 | $84,357 | |
| 6 | CRVL |
Corvel Corp
|
1,228 | $76,774 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
514 | $24,929 | |
| 8 | ERIE |
Erie Indemnity Co
|
91 | $21,817 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,175 | 2,761 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $547,581 | 3,157 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $576,039 | 3,105 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $838,364 | 4,160 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $900,140 | 4,117 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $958,305 | 3,927 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $807,582 | 3,802 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $609,481 | 2,732 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $716,237 | 3,399 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $545,435 | 2,648 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $342,561 | 1,808 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $333,405 | 1,752 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $295,661 | 1,572 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $235,335 | 1,413 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $205,526 | 1,242 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $166,309 | 1,114 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $149,816 | 965 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $163,773 | 961 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $187,377 | 1,078 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $167,935 | 1,109 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $164,876 | 1,172 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $143,236 | 1,176 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $139,464 | 1,192 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $148,307 | 1,293 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $132,387 | 1,233 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $105,827 | 1,224 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||