ASSETMARK, INC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1344551 CONCORD, CA

Position in MRSH

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$109,045,586

-$10,749,872 QoQ

Shares Held

628,686

-2.6% QoQ

Ownership

0.130%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ASSETMARK, INC holds $154,781,917 across 8 Insurance Brokers names. MRSH ranks #1 (70.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	628,686	$109,045,586
2	AON	Aon plc	80,499	$25,983,467
3	AJG	Arthur J. Gallagher & Co.	86,198	$18,668,762
4	BWIN	Baldwin Insurance Group, Inc.	26,293	$576,868
5	WTW	Willis Towers Watson PLC	1,095	$318,316
6	BRO	Brown & Brown, Inc.	2,628	$171,371
7	ERIE	Erie Indemnity Co	67	$16,837
8	CRVL	Corvel Corp	13	$710

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$109,045,586	628,686	-2.6%	Shares	Sole	2026-05-06
2025-12-31	$119,795,458	645,728	-6.2%	Shares	Sole	2026-01-23
2025-09-30	$138,770,131	688,583	+0.6%	Shares	Sole	2025-11-06
2025-06-30	$149,661,703	684,512	+4.0%	Shares	Sole	2025-08-04
2025-03-31	$160,608,832	658,152	-1.3%	Shares	Sole	2025-05-06
2024-12-31	$141,701,684	667,114	+2.0%	Shares	Sole	2025-02-06
2024-09-30	$145,852,003	653,781	+2.4%	Shares	Sole	2024-11-01
2024-06-30	$134,549,988	638,525	-2.4%	Shares	Sole	2024-08-13
2024-03-31	$134,707,830	653,985	-2.6%	Shares	Sole	2024-05-07
2023-12-31	$127,249,757	671,609	+1.1%	Shares	Sole	2024-02-09
2023-09-30	$126,357,867	663,993	-0.0%	Shares	Sole	2023-10-27
2023-06-30	$124,917,469	664,172	+3.0%	Shares	Defined	2023-08-11
2023-03-31	$107,427,747	645,018	+2.5%	Shares	Defined	2023-05-05
2022-12-31	$104,166,019	629,478	+1.2%	Shares	Defined	2023-02-10
2022-09-30	$92,901,375	622,288	+3.6%	Shares	Sole	2022-11-01
2022-06-30	$93,226,227	600,491	-0.6%	Shares	Sole	2022-08-03
2022-03-31	$102,976,114	604,249	+9.2%	Shares	Sole	2022-05-13
2021-12-31	$96,207,457	553,489	+1.5%	Shares	Sole	2022-02-14
2021-09-30	$82,601,127	545,474	+6.1%	Shares	Sole	2021-11-12
2021-06-30	$72,291,512	513,872	-4.2%	Shares	Sole	2021-08-16
2021-03-31	$65,311,717	536,221	-0.9%	Shares	Sole	2021-05-14
2020-12-31	$63,299,808	541,024	+12.8%	Shares	Sole	2021-02-10
2020-09-30	$55,022,048	479,704	+12.6%	Shares	Sole	2020-11-13
2020-06-30	$45,733,177	425,940	+13.0%	Shares	Sole	2020-08-11
2020-03-31	$32,577,955	376,798	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.