Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,200,183
-$744,571 QoQ
Shares Held
55,200
-3.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#331
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, 2026GUGGENHEIM CAPITAL LLC holds $30,977,526 across 7 Insurance Brokers names. MRSH ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
34,639 | $11,489,409 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
55,200 | $9,200,183 | |
| 3 | ERIE |
Erie Indemnity Co
|
21,310 | $5,109,072 | |
| 4 | BRO |
Brown & Brown, Inc.
|
38,986 | $2,500,951 | |
| 5 | SLQT |
SelectQuote, Inc.
|
1,199,960 | $1,009,166 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
4,121 | $946,057 | |
| 7 | WTW |
Willis Towers Watson PLC
|
2,765 | $722,688 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,200,183 | 55,200 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,944,754 | 57,335 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,363,284 | 61,251 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,831,389 | 78,556 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,696,063 | 80,937 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $18,254,907 | 74,806 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,243,601 | 71,765 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,791,093 | 84,231 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $25,293,352 | 120,033 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,707,636 | 139,371 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $25,719,414 | 135,744 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,018,468 | 115,704 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,844,780 | 126,780 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $17,469,761 | 104,892 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $14,723,581 | 88,975 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,550,735 | 110,863 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,075,066 | 129,308 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $28,352,433 | 166,368 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,176,715 | 173,609 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,829,111 | 170,568 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,614,684 | 167,861 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $18,313,847 | 150,360 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,181,333 | 146,849 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,454,722 | 126,022 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,829,873 | 100,865 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,395,696 | 97,105 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||