Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$219,923,064
-$11,181,889 QoQ
Shares Held
1,319,512
-1.0% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#57
of 1,500 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, 2026FIRST TRUST ADVISORS LP holds $392,613,162 across 8 Insurance Brokers names. MRSH ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,319,512 | $219,923,064 | |
| 2 | BRO |
Brown & Brown, Inc.
|
756,859 | $48,552,504 | |
| 3 | AON |
Aon plc
|
131,003 | $43,452,385 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
171,579 | $39,389,391 | |
| 5 | WTW |
Willis Towers Watson PLC
|
147,759 | $38,619,769 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
62,929 | $1,672,652 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,250 | $539,437 | |
| 8 | CRVL |
Corvel Corp
|
7,421 | $463,960 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,923,064 | 1,319,512 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $231,104,953 | 1,332,401 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $235,620,046 | 1,270,052 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $233,251,627 | 1,157,404 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $256,333,098 | 1,172,398 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $262,966,727 | 1,077,600 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $239,093,793 | 1,125,624 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $247,982,605 | 1,111,581 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $237,179,267 | 1,125,566 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $247,110,909 | 1,199,684 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $248,787,561 | 1,313,071 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $190,402,380 | 1,000,538 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $189,384,334 | 1,006,935 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $12,315,539 | 73,945 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,536,572 | 112,017 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $22,146,275 | 148,344 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $185,121,030 | 1,192,406 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $221,095,408 | 1,297,356 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $96,744,387 | 556,578 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $257,774,594 | 1,702,269 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $257,697,342 | 1,831,798 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $216,136,675 | 1,791,059 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $208,265,382 | 1,780,046 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $136,930,580 | 1,193,815 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $127,104,928 | 1,183,803 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $74,420,963 | 860,756 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||