Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$65,775,482
-$7,216,440 QoQ
Shares Held
394,645
-6.2% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#115
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $168,893,343 across 10 Insurance Brokers names. MRSH ranks #1 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
394,645 | $65,775,482 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,131 | $41,123,103 | |
| 3 | AON |
Aon plc
|
106,629 | $35,367,773 | |
| 4 | BRO |
Brown & Brown, Inc.
|
196,094 | $12,579,430 | |
| 5 | WTW |
Willis Towers Watson PLC
|
42,377 | $11,076,076 | |
| 6 | CRVL |
Corvel Corp
|
18,576 | $1,161,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
3,559 | $853,270 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
22,693 | $603,179 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,775,482 | 394,645 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $72,991,922 | 420,824 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $75,181,980 | 405,250 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $78,184,571 | 387,955 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $73,736,995 | 337,253 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $79,074,261 | 324,035 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $62,615,919 | 294,788 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $53,205,403 | 238,493 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $47,643,159 | 226,097 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $42,381,414 | 205,755 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $38,148,079 | 201,341 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,447,831 | 202,038 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,501,185 | 178,122 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $27,528,716 | 165,288 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $23,575,273 | 142,466 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $15,192,496 | 101,765 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,209,221 | 97,966 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,104,495 | 88,631 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,625,228 | 78,387 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,449,578 | 69,006 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,335,571 | 59,252 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,336,401 | 52,023 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,592,483 | 47,799 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,514,317 | 48,076 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,613,688 | 42,970 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,677,666 | 30,970 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||