CI INVESTMENTS INC.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1163648 TORONTO, Z4

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,702,280

+$1,587,873 QoQ

Shares Held

34,213

+44.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#390

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CI INVESTMENTS INC. holds $81,060,428 across 4 Insurance Brokers names. MRSH ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	156,100	$51,776,809
2	AJG	Arthur J. Gallagher & Co.	99,953	$22,946,210
3	MRSH	Marsh & Mclennan Companies, Inc. This page	34,213	$5,702,280
4	WTW	Willis Towers Watson PLC	2,430	$635,129

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,702,280	34,213	+44.2%	Shares	Sole	2026-08-13
2026-03-31	$4,114,407	23,721	+2.1%	Shares	Sole	2026-05-13
2025-12-31	$4,309,815	23,231	+71.4%	Shares	Sole	2026-02-12
2025-09-30	$2,730,933	13,551	-74.1%	Shares	Sole	2025-11-12
2025-06-30	$11,420,223	52,233	-1.3%	Shares	Sole	2025-08-12
2025-03-31	$12,913,335	52,917	-5.9%	Shares	Sole	2025-05-13
2024-12-31	$11,947,212	56,246	+7.8%	Shares	Sole	2025-02-12
2024-09-30	$11,645,298	52,200	+44.4%	Shares	Sole	2024-11-12
2024-06-30	$7,617,106	36,148	-34.8%	Shares	Sole	2024-08-12
2024-03-31	$11,418,295	55,434	-4.3%	Shares	Sole	2024-05-13
2023-12-31	$10,975,807	57,929	+8.8%	Shares	Sole	2024-02-12
2023-09-30	$10,131,381	53,239	-3.2%	Shares	Sole	2023-11-13
2023-06-30	$10,347,973	55,019	-3.4%	Shares	Sole	2023-08-11
2023-03-31	$9,488,353	56,970	-6.5%	Shares	Sole	2023-05-12
2022-12-31	$10,080,710	60,918	+0.3%	Shares	Sole	2023-02-10
2022-09-30	$9,069,516	60,751	+1137.8%	Shares	Sole	2022-11-14
2022-06-30	$761,967	4,908	-28.5%	Shares	Sole	2022-08-12
2022-03-31	$1,169,251	6,861	-26.7%	Shares	Sole	2022-05-12
2021-12-31	$1,625,912	9,354	-22.7%	Shares	Sole	2022-02-11
2021-09-30	$1,832,000	12,098	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$1,721,641	12,238	+54.9%	Shares	Sole	2021-08-13
2021-03-31	$962,220	7,900	-27.1%	Shares	Sole	2021-05-13
2020-12-31	$1,267,695	10,835	+145.1%	Shares	Sole	2021-02-09
2020-09-30	$507,088	4,421	+300.5%	Shares	Sole	2020-11-09
2020-06-30	$118,536	1,104	-99.2%	Shares	Sole	2020-08-07
2020-03-31	$12,263,659	141,842	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.