Chesley Taft & Associates LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1164632
CHICAGO, IL
Position in MRSH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,267,191
-$472,512 QoQ
Shares Held
7,603
-24.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#644
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $10,811,106 across 3 Insurance Brokers names. MRSH ranks #3 (11.7% of the industry book) .
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,191 | 7,603 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $1,739,703 | 10,030 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $1,864,847 | 10,052 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $1,217,442 | 6,041 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,338,076 | 6,120 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,488,338 | 6,099 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,373,443 | 6,466 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,648,858 | 7,391 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,557,431 | 7,391 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,568,537 | 7,615 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,451,340 | 7,660 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,549,042 | 8,140 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,635,355 | 8,695 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,452,316 | 8,720 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,538,136 | 9,295 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,395,115 | 9,345 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,450,811 | 9,345 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,660,742 | 9,745 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,711,257 | 9,845 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,528,685 | 10,095 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $1,433,529 | 10,190 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,273,540 | 10,456 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,222,065 | 10,445 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,198,041 | 10,445 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,142,953 | 10,645 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $928,148 | 10,735 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||