Curi Capital, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1332905 CHICAGO, IL

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,113,822

+$5,588,877 QoQ

Shares Held

96,681

+59.3% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#250

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Curi Capital, LLC holds $17,374,258 across 3 Insurance Brokers names. MRSH ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	96,681	$16,113,822
2	BRO	Brown & Brown, Inc.	10,362	$664,722
3	AON	Aon plc	1,796	$595,714

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,113,822	96,681	+59.3%	Shares	Sole	2026-08-14
2026-03-31	$10,524,945	60,680	+10.6%	Shares	Sole	2026-05-15
2025-12-31	$10,174,473	54,843	-7.3%	Shares	Sole	2026-02-17
2025-09-30	$11,920,096	59,148	-15.7%	Shares	Other	2025-11-13
2025-06-30	$15,337,814	70,151	+2.9%	Shares	Other	2025-08-14
2025-03-31	$16,634,060	68,164	-19.4%	Shares	Sole	2025-05-15
2024-12-31	$17,965,000	84,577	+19.4%	Shares	Sole	2025-02-13
2024-09-30	$15,804,587	70,844	-1.2%	Shares	Sole	2024-11-06
2024-06-30	$15,115,577	71,733	-4.6%	Shares	Sole	2024-08-13
2024-03-31	$15,489,078	75,197	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$14,191,113	74,899	-3.1%	Shares	Sole	2024-02-14
2023-09-30	$14,716,089	77,331	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$14,256,464	75,800	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$12,801,699	76,864	-3.1%	Shares	Sole	2023-05-11
2022-12-31	$13,127,031	79,327	-5.1%	Shares	Sole	2023-02-14
2022-09-30	$12,473,328	83,551	-5.5%	Shares	Sole	2022-11-14
2022-06-30	$13,727,826	88,424	-0.9%	Shares	Sole	2022-08-01
2022-03-31	$15,212,882	89,267	+3.2%	Shares	Sole	2022-05-06
2021-12-31	$15,039,601	86,524	+1.1%	Shares	Sole	2022-01-26
2021-09-30	$12,959,530	85,581	+3.0%	Shares	Sole	2021-10-20
2021-06-30	$11,683,614	83,051	+1.4%	Shares	Sole	2021-08-13
2021-03-31	$9,971,278	81,866	+4.8%	Shares	Sole	2021-05-12
2020-12-31	$9,142,029	78,137	-18.0%	Shares	Sole	2021-02-11
2020-09-30	$10,928,157	95,276	-0.5%	Shares	Sole	2020-11-10
2020-06-30	$10,277,348	95,719	-2.5%	Shares	Other	2020-08-05
2020-03-31	$8,483,973	98,126	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.