Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,806,949
+$3,324,534 QoQ
Shares Held
34,841
+143.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#386
of 1,502 holders
Holding Since
Jun 2020
16 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 Jun 30, 2026NOMURA HOLDINGS INC holds $21,353,495 across 8 Insurance Brokers names. MRSH ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
34,841 | $5,806,949 | |
| 2 | AON |
Aon plc
|
15,428 | $5,117,312 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
18,572 | $4,263,572 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,084 | $2,112,913 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
60,920 | $1,619,253 | |
| 6 | BRO |
Brown & Brown, Inc.
|
18,761 | $1,203,517 | |
| 7 | TREE |
LendingTree, Inc.
|
21,102 | $934,607 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,232 | $295,372 |
All Filings in MRSH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,806,949 | 34,841 | Shares | Defined | 2026-08-14 | |
| 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 | 2024-03-27 | |
| 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. | ||||||