OPPENHEIMER ASSET MANAGEMENT INC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1269119
NEW YORK, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,046,945
-$2,598,701 QoQ
Shares Held
84,280
-12.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#268
of 1,502 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $18,156,147 across 6 Insurance Brokers names. MRSH ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
84,280 | $14,046,945 | |
| 2 | AON |
Aon plc
|
4,871 | $1,615,660 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
|
27,086 | $1,313,670 | |
| 4 | BRO |
Brown & Brown, Inc.
|
8,748 | $561,183 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
1,566 | $359,505 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
6,864 | $259,184 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,046,945 | 84,280 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $16,645,646 | 95,968 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $15,798,696 | 85,159 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $18,004,082 | 89,337 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $17,292,016 | 79,089 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $19,685,164 | 80,667 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $14,829,188 | 69,814 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $15,509,214 | 69,520 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $14,607,950 | 69,324 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $10,125,356 | 49,157 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $11,505,751 | 60,726 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $11,634,179 | 61,136 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $11,207,120 | 59,587 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $10,599,905 | 63,644 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $9,875,182 | 59,676 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $8,003,733 | 53,612 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $7,650,097 | 49,276 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $8,891,319 | 52,173 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $8,493,362 | 48,863 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $6,989,400 | 46,156 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $6,752,356 | 47,998 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $5,681,113 | 46,643 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $5,238,441 | 44,773 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $5,058,037 | 44,098 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $4,498,584 | 41,898 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,976,472 | 22,860 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||