Lafayette Investments, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1308377
ASHTON, MD
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,239,564
-$98,828 QoQ
Shares Held
19,437
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#471
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Lafayette Investments, Inc. holds $5,488,422 across 2 Insurance Brokers names. MRSH ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
19,437 | $3,239,564 | |
| 2 | AON |
Aon plc
|
6,780 | $2,248,858 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,239,564 | 19,437 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,338,392 | 19,247 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,589,255 | 19,347 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,924,998 | 19,476 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,290,591 | 19,624 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,828,865 | 19,788 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,231,844 | 19,923 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,480,316 | 20,083 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $4,642,793 | 22,033 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,546,596 | 22,073 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,191,644 | 22,123 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,224,279 | 22,198 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,172,366 | 22,184 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,713,232 | 22,295 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,759,705 | 22,720 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,397,840 | 22,760 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,533,490 | 22,760 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,902,618 | 22,900 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,032,624 | 23,200 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,537,404 | 23,360 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,300,352 | 23,460 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,906,148 | 23,860 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,829,645 | 24,185 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,808,429 | 24,485 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,704,972 | 25,193 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,233,521 | 25,833 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||