Cambridge Investment Research Advisors, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1419186
FAIRFIELD, IA
Position in MRSH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,471,549
-$18,325 QoQ
Shares Held
14,829
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 534 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $15,917,510 across 7 Insurance Brokers names. MRSH ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
21,967 | $5,042,964 | |
| 2 | BRO |
Brown & Brown, Inc.
|
61,955 | $3,974,413 | |
| 3 | AON |
Aon plc
|
8,820 | $2,925,505 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
14,829 | $2,471,549 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
30,823 | $819,275 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,399 | $365,656 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,327 | $318,148 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,471,549 | 14,829 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,489,874 | 14,355 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,205,276 | 11,887 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,395,990 | 11,889 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,912,066 | 13,319 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,065,992 | 12,564 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,651,514 | 12,483 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,761,184 | 12,377 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,241,007 | 10,635 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,416,763 | 11,733 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,833,690 | 9,678 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,004,620 | 10,534 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,694,976 | 9,012 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,619,199 | 9,722 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,484,024 | 8,968 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,262,545 | 8,457 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,260,630 | 8,120 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,378,186 | 8,087 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,620,697 | 9,324 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,451,305 | 9,584 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,399,625 | 9,949 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,150,644 | 9,447 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,047,618 | 8,954 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,182,327 | 10,308 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,045,783 | 9,740 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $865,032 | 10,005 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||