Position in MRSH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$546,367
-$38,021 QoQ
Shares Held
3,150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Rodgers Brothers Inc. holds $7,005,285 across 2 Insurance Brokers names. MRSH ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
25,701 | $6,458,918 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
3,150 | $546,367 |
All Filings in MRSH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $546,367 | 3,150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $584,388 | 3,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $634,819 | 3,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $688,716 | 3,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $793,097 | 3,250 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $690,332 | 3,250 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $725,042 | 3,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $684,840 | 3,250 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $669,435 | 3,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $615,777 | 3,250 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $618,475 | 3,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $611,260 | 3,250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $541,287 | 3,250 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $537,810 | 3,250 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $485,192 | 3,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $504,562 | 3,250 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $553,865 | 3,250 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $564,915 | 3,250 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $492,147 | 3,250 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $457,210 | 3,250 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $395,850 | 3,250 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $384,579 | 3,287 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $377,018 | 3,287 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $352,925 | 3,287 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $284,194 | 3,287 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||