Position in MRSH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$231,104,953
-$4,515,093 QoQ
Shares Held
1,332,401
+4.9% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.6379468343239.ToString("F0")%
Shared 0.ToString("F0")%
None 0.362053165676099.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $325,097,178 across 7 Insurance Brokers names. MRSH ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,332,401 | $231,104,953 | |
| 2 | WTW |
Willis Towers Watson PLC
|
154,214 | $44,830,009 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
170,126 | $36,845,889 | |
| 4 | AON |
Aon plc
|
27,672 | $8,931,968 | |
| 5 | ERIE |
Erie Indemnity Co
|
7,285 | $1,830,793 | |
| 6 | CRVL |
Corvel Corp
|
15,345 | $838,604 | |
| 7 | BRO |
Brown & Brown, Inc.
|
10,964 | $714,962 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $218,150,985 | 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. | ||||||