PRIVATE TRUST CO NA
BankPosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1277557
CLEVELAND, OH
Position in MRSH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$424,508
-$59,070 QoQ
Shares Held
2,547
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#926
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PRIVATE TRUST CO NA holds $1,978,927 across 6 Insurance Brokers names. MRSH ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,215 | $1,066,383 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,547 | $424,508 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,468 | $337,008 | |
| 4 | WTW |
Willis Towers Watson PLC
|
271 | $70,831 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,072 | $68,768 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
430 | $11,429 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,508 | 2,547 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $483,578 | 2,788 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $531,143 | 2,863 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,965,715 | 14,716 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $3,539,125 | 16,187 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,923,967 | 11,982 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,665,533 | 12,549 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $2,790,632 | 12,509 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,676,565 | 12,702 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $2,618,829 | 12,714 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,420,289 | 12,774 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $2,427,466 | 12,756 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $2,399,712 | 12,759 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $2,029,411 | 12,185 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $2,018,690 | 12,199 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $1,803,124 | 12,078 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $1,877,904 | 12,096 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $2,088,326 | 12,254 | Shares | Other | 2022-04-12 | |
| 2021-12-31 | $2,751,396 | 15,829 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $2,465,734 | 16,283 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $2,321,079 | 16,499 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $1,476,459 | 12,122 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $1,452,204 | 12,412 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $1,250,000 | 10,898 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $744,288 | 6,932 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $615,854 | 7,123 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||