Choate Investment Advisors
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1399794
BOSTON, MA
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,312,739
-$826,306 QoQ
Shares Held
121,874
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#227
of 1,495 holders
Holding Since
Dec 2021
16 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, 2026Choate Investment Advisors holds $21,119,754 across 3 Insurance Brokers names. MRSH ranks #1 (96.2% of the industry book) .
All Filings in MRSH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,312,739 | 121,874 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $21,139,045 | 121,874 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,594,480 | 121,790 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,544,338 | 121,790 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,639,097 | 121,840 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,732,615 | 121,840 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,862,191 | 121,756 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,129,974 | 121,610 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,625,659 | 121,610 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,001,062 | 4,860 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $304,667 | 1,608 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $422,085 | 2,218 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $337,039 | 1,792 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $200,727 | 1,213 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $206,719 | 1,213 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $210,843 | 1,213 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||