ENVESTNET ASSET MANAGEMENT INC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1407543
Berwyn, PA
Position in MRSH
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$196,602,626
-$13,395,995 QoQ
Shares Held
1,133,483
+0.1% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $615,363,043 across 11 Insurance Brokers names. MRSH ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
977,349 | $211,674,246 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,133,483 | $196,602,626 | |
| 3 | AON |
Aon plc
|
423,209 | $136,603,401 | |
| 4 | BRO |
Brown & Brown, Inc.
|
521,540 | $34,009,623 | |
| 5 | WTW |
Willis Towers Watson PLC
|
62,166 | $18,071,656 | |
| 6 | CRVL |
Corvel Corp
|
101,160 | $5,528,394 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,965 | $5,017,404 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
83,240 | $3,551,018 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,602,626 | 1,133,483 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $209,998,621 | 1,131,946 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $261,278,002 | 1,296,472 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $277,743,639 | 1,270,324 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $302,889,303 | 1,241,197 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $260,057,386 | 1,224,318 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $262,919,596 | 1,178,536 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $247,730,860 | 1,175,640 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $206,030,259 | 1,000,244 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $191,823,217 | 1,012,420 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $230,587,271 | 1,211,704 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $183,604,072 | 976,202 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $158,702,996 | 952,885 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $153,034,745 | 924,793 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $122,256,118 | 818,917 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $118,785,345 | 765,123 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $121,754,353 | 714,437 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $105,983,268 | 609,730 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $91,805,346 | 606,256 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $89,961,624 | 639,477 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $77,540,072 | 636,618 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $43,508,205 | 371,865 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $43,553,081 | 379,713 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $35,107,735 | 326,979 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $20,916,403 | 241,920 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||