Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,482,415
+$212,022 QoQ
Shares Held
14,312
+16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Derivatives in MRSH
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$3,517,000
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026NOMURA HOLDINGS INC holds $41,564,732 across 6 Insurance Brokers names. MRSH ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
1,543,018 | $33,853,814 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
14,312 | $2,482,415 | |
| 3 | AON |
Aon plc
|
6,317 | $2,039,000 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
6,712 | $1,453,684 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,254 | $1,236,637 | |
| 6 | BRO |
Brown & Brown, Inc.
|
7,655 | $499,182 |
All Filings in MRSH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,482,415 | 14,312 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,270,393 | 12,238 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,548,749 | 12,647 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $598,854 | 2,739 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $3,780,756 | 15,493 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,436,793 | 16,180 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $244,506 | 1,096 | Shares | Defined | 2025-01-13 | |
| 2024-06-30 | $1,502,644 | 7,131 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,501,453 | 16,999 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,887,500 | 9,962 | Shares | Defined | 2024-02-14 | |
| 2021-06-30 | $3,517,000 | 25,000 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $750,809 | 5,337 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,045,000 | 25,000 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $2,146,131 | 18,343 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,281,337 | 28,608 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,164,086 | 29,469 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||