Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$70,206,070
+$1,917,938 QoQ
Shares Held
421,228
+7.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#109
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, 2026AVIVA PLC holds $248,776,386 across 7 Insurance Brokers names. MRSH ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
267,360 | $88,680,638 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
421,228 | $70,206,070 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
211,681 | $48,595,607 | |
| 4 | WTW |
Willis Towers Watson PLC
|
83,031 | $21,701,812 | |
| 5 | BRO |
Brown & Brown, Inc.
|
248,690 | $15,953,463 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,290 | $3,186,277 | |
| 7 | CRVL |
Corvel Corp
|
7,238 | $452,519 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,206,070 | 421,228 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $68,288,132 | 393,705 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $76,496,203 | 412,334 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $186,972,480 | 927,765 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $236,171,429 | 1,080,184 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $255,869,115 | 1,048,515 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $213,391,759 | 1,004,622 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $236,902,840 | 1,061,916 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $221,811,457 | 1,052,636 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $195,499,943 | 949,121 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $175,669,005 | 927,160 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $170,749,910 | 897,267 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $174,358,623 | 927,045 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $134,838,880 | 809,600 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $135,634,358 | 819,642 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $101,976,416 | 683,076 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $106,897,853 | 688,553 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $139,767,577 | 820,136 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $145,286,404 | 835,844 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $148,519,666 | 980,781 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $139,254,770 | 989,869 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $118,580,947 | 973,571 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $123,348,537 | 1,054,261 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $125,879,235 | 1,097,465 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $123,894,779 | 1,153,905 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $57,064,896 | 660,015 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||