PRINCIPAL FINANCIAL GROUP INC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1126328
DES MOINES, IA
Position in MRSH
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$105,882,031
-$6,332,709 QoQ
Shares Held
610,447
+0.9% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,966,612,957 across 8 Insurance Brokers names. MRSH ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
15,608,720 | $1,017,844,628 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,242,088 | $702,171,417 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
610,447 | $105,882,031 | |
| 4 | AON |
Aon plc
|
250,925 | $80,993,570 | |
| 5 | WTW |
Willis Towers Watson PLC
|
113,522 | $33,000,845 | |
| 6 | CRVL |
Corvel Corp
|
179,600 | $9,815,139 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
219,745 | $9,374,321 | |
| 8 | ERIE |
Erie Indemnity Co
|
29,967 | $7,531,006 |
All Filings in MRSH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,882,031 | 610,447 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $112,214,740 | 604,866 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $156,624,480 | 777,177 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $177,454,564 | 811,629 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $205,056,700 | 840,293 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $177,721,960 | 836,693 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $187,341,388 | 839,757 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $171,764,825 | 815,133 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $169,574,682 | 823,258 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $157,109,091 | 829,203 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $166,188,037 | 873,295 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $167,121,116 | 888,564 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $148,253,982 | 890,147 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $145,946,078 | 881,956 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $133,773,394 | 896,064 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $132,639,079 | 854,358 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $144,438,617 | 847,545 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $149,152,855 | 858,088 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $130,716,192 | 863,212 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $115,148,971 | 818,517 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $106,633,215 | 911,395 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $107,988,558 | 941,487 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $104,855,716 | 976,583 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $82,329,286 | 952,224 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||