Orion Porfolio Solutions, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1360533
OMAHA, NE
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,323,753
-$4,184,142 QoQ
Shares Held
25,942
-47.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#427
of 1,495 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $23,118,743 across 7 Insurance Brokers names. MRSH ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
30,460 | $10,103,277 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
25,942 | $4,323,753 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
15,134 | $3,474,312 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,770 | $2,292,214 | |
| 5 | BRO |
Brown & Brown, Inc.
|
20,016 | $1,284,026 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
38,563 | $1,025,004 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,570 | $616,157 |
All Filings in MRSH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,323,753 | 25,942 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,507,895 | 49,051 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,867,437 | 53,188 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,541,228 | 52,306 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,134,957 | 55,502 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $13,447,029 | 55,104 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $11,267,076 | 53,044 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $11,880,211 | 53,253 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $11,788,941 | 55,946 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $11,744,361 | 57,017 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $11,154,098 | 58,870 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $11,460,817 | 60,225 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $12,210,529 | 64,922 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $10,507,472 | 63,089 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $8,592,052 | 51,922 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,779,297 | 58,807 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,229,302 | 59,448 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $10,088,863 | 59,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,267,373 | 59,069 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,009,283 | 52,891 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,458,994 | 53,021 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,877,580 | 48,256 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,369,132 | 28,796 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,581,693 | 83,537 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||