Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,585,857
-$998,408 QoQ
Shares Held
57,514
-5.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#318
of 1,495 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, 2026FIRST AMERICAN BANK holds $15,048,176 across 3 Insurance Brokers names. MRSH ranks #1 (63.7% 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 | $9,585,857 | 57,514 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,584,265 | 61,022 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,277,203 | 60,787 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,322,752 | 61,146 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,312,114 | 60,886 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $14,798,467 | 60,642 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,808,960 | 60,303 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $13,327,619 | 59,741 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,588,623 | 59,741 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,268,374 | 59,561 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $11,044,774 | 58,293 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $11,261,573 | 59,178 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $11,202,044 | 59,560 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $10,322,769 | 61,980 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $10,410,512 | 62,911 | Shares | Sole | 2024-07-31 | |
| 2022-09-30 | $9,234,780 | 61,858 | Shares | Sole | 2024-07-31 | |
| 2022-06-30 | $9,272,616 | 59,727 | Shares | Sole | 2024-07-31 | |
| 2022-03-31 | $10,111,359 | 59,332 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $10,680,891 | 61,448 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $9,010,387 | 59,502 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $8,269,029 | 58,779 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $7,015,801 | 57,601 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $6,373,341 | 54,473 | Shares | Sole | 2021-01-06 | |
| 2020-09-30 | $6,227,177 | 54,291 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,890,962 | 54,866 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,596,386 | 53,162 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||