Ballentine Partners, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1374889 Waltham, MA

Position in MRSH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,159,188

-$112,892 QoQ

Shares Held

6,955

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#668

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $3,077,473 across 5 Insurance Brokers names. MRSH ranks #1 (37.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	6,955	$1,159,188
2	AJG	Arthur J. Gallagher & Co.	2,788	$640,040
3	AON	Aon plc	1,869	$619,927
4	ERIE	Erie Indemnity Co	1,644	$394,149
5	BRO	Brown & Brown, Inc.	4,118	$264,169

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,159,188	6,955	-5.2%	Shares	Other	2026-07-17
2026-03-31	$1,272,080	7,334	-23.9%	Shares	Other	2026-05-14
2025-12-31	$1,787,669	9,636	+2.7%	Shares	Sole	2026-02-03
2025-09-30	$1,890,349	9,380	-4.8%	Shares	Other	2025-11-03
2025-06-30	$2,154,697	9,855	+3.3%	Shares	Other	2025-07-15
2025-03-31	$2,327,801	9,539	-2.5%	Shares	Sole	2025-05-01
2024-12-31	$2,077,580	9,781	+6.2%	Shares	Other	2025-01-16
2024-09-30	$2,053,988	9,207	+6.9%	Shares	Sole	2024-10-23
2024-06-30	$1,815,562	8,616	+11.6%	Shares	Sole	2024-08-06
2024-03-31	$1,589,957	7,719	-0.9%	Shares	Sole	2024-04-11
2023-12-31	$1,475,590	7,788	+8.5%	Shares	Sole	2024-01-23
2023-09-30	$1,366,542	7,181	+26.5%	Shares	Other	2023-10-19
2023-06-30	$1,067,729	5,677	+7.3%	Shares	Sole	2023-07-26
2023-03-31	$881,547	5,293	+47.8%	Shares	Other	2023-04-27
2022-12-31	$592,748	3,582	-0.0%	Shares	Other	2023-01-27
2022-09-30	$534,905	3,583	+28.3%	Shares	Other	2022-10-26
2022-06-30	$433,612	2,793	+2.4%	Shares	Other	2022-08-09
2022-03-31	$464,734	2,727	+3.6%	Shares	Other	2022-05-05
2021-12-31	$457,493	2,632	-0.2%	Shares	Other	2022-02-14
2021-09-30	$399,168	2,636	+0.2%	Shares	Other	2021-10-27
2021-06-30	$370,128	2,631	-3.3%	Shares	Other	2021-08-12
2021-03-31	$331,295	2,720	-4.9%	Shares	Other	2021-05-11
2020-12-31	$334,620	2,860	+7.4%	Shares	Other	2021-01-25
2020-09-30	$305,331	2,662	-0.9%	Shares	Other	2020-10-22
2020-06-30	$288,287	2,685	-1.9%	Shares	Other	2020-07-31
2020-03-31	$236,554	2,736	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.