Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,407,021
-$589,943 QoQ
Shares Held
56,441
-2.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#325
of 1,500 holders
Holding Since
Jun 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 Jun 30, 2026CIBC WORLD MARKET INC. holds $23,057,395 across 6 Insurance Brokers names. MRSH ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
34,825 | $11,551,104 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
56,441 | $9,407,021 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
36,000 | $956,880 | |
| 4 | ERIE |
Erie Indemnity Co
|
2,500 | $599,375 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
1,218 | $279,616 | |
| 6 | BRO |
Brown & Brown, Inc.
|
4,106 | $263,399 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,407,021 | 56,441 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,996,964 | 57,636 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,519,307 | 62,092 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,864,748 | 14,215 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,601,319 | 7,324 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,992,610 | 77,829 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,198,572 | 71,553 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,466,929 | 11,058 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,122,629 | 90,749 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,409,966 | 11,700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,269,471 | 11,978 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,664,416 | 19,256 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,158,218 | 11,475 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,935,810 | 11,623 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,738,201 | 10,504 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,433,631 | 9,603 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $250,884 | 1,616 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $300,450 | 1,763 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,940,833 | 28,425 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,300,743 | 48,212 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,572,850 | 46,722 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,054,422 | 8,657 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $820,521 | 7,013 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,080,588 | 9,421 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $324,686 | 3,024 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||