Rathbones Group PLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1351991 Liverpool, X0

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Position in MRSH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$288,844,776

+$53,477,983 QoQ

Shares Held

1,733,034

+27.7% QoQ

Ownership

0.363%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#48

of 1,500 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, 2026

Rathbones Group PLC holds $293,339,540 across 5 Insurance Brokers names. MRSH ranks #1 (98.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	1,733,034	$288,844,776
2	AJG	Arthur J. Gallagher & Co.	9,796	$2,248,867
3	AON	Aon plc	3,210	$1,064,724
4	BRO	Brown & Brown, Inc.	9,608	$616,353
5	WTW	Willis Towers Watson PLC	2,161	$564,820

All Filings in MRSH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,844,776	1,733,034	+27.7%	Shares	Sole	2026-07-23
2026-03-31	$235,366,793	1,356,972	+1.9%	Shares	Sole	2026-05-12
2025-12-31	$247,140,096	1,332,148	+5.4%	Shares	Sole	2026-02-06
2025-09-30	$254,783,697	1,264,247	+27.6%	Shares	Sole	2025-11-13
2025-06-30	$216,659,996	990,944	+28.6%	Shares	Sole	2025-08-07
2025-03-31	$188,065,623	770,666	+17.5%	Shares	Sole	2025-05-13
2024-12-31	$139,308,886	655,849	+12.1%	Shares	Sole	2025-02-13
2024-09-30	$130,544,906	585,167	+34.2%	Shares	Sole	2024-11-13
2024-06-30	$91,916,696	436,203	+9.5%	Shares	Sole	2024-08-09
2024-03-31	$82,053,780	398,358	+81.4%	Shares	Sole	2024-05-14
2023-12-31	$41,613,675	219,632	+21.2%	Shares	Sole	2024-02-13
2023-09-30	$34,476,080	181,167	+81.1%	Shares	Sole	2023-11-13
2023-06-30	$18,818,156	100,054	+9.1%	Shares	Sole	2023-08-04
2023-03-31	$15,273,134	91,703	-1.8%	Shares	Sole	2023-05-12
2022-12-31	$15,455,997	93,401	-7.9%	Shares	Sole	2023-02-14
2022-09-30	$15,145,769	101,452	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$15,891,700	102,362	-8.0%	Shares	Sole	2022-08-12
2022-03-31	$18,951,896	111,207	+1.1%	Shares	Sole	2022-05-11
2021-12-31	$19,116,549	109,979	-2.4%	Shares	Sole	2022-02-10
2021-09-30	$17,057,075	112,640	+5.6%	Shares	Sole	2021-11-04
2021-06-30	$15,004,225	106,655	-2.0%	Shares	Sole	2021-07-30
2021-03-31	$13,253,788	108,816	-3.5%	Shares	Sole	2021-05-14
2020-12-31	$13,189,995	112,735	+26.7%	Shares	Sole	2021-02-11
2020-09-30	$10,204,170	88,964	-2.1%	Shares	Sole	2020-11-13
2020-06-30	$9,752,846	90,834	-2.0%	Shares	Sole	2020-08-07
2020-03-31	$8,011,124	92,657	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.