O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1423442
Stamford, CT
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,798,609
-$3,614,036 QoQ
Shares Held
82,790
-17.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#272
of 1,502 holders
Holding Since
Mar 2020
26 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $36,103,838 across 7 Insurance Brokers names. MRSH ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
82,790 | $13,798,609 | |
| 2 | AON |
Aon plc
|
30,078 | $9,976,571 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
32,026 | $7,352,208 | |
| 4 | WTW |
Willis Towers Watson PLC
|
6,928 | $1,810,771 | |
| 5 | CRD-A |
Crawford & Co
|
150,872 | $1,700,327 | |
| 6 | BRO |
Brown & Brown, Inc.
|
22,619 | $1,451,008 | |
| 7 | SLQT |
SelectQuote, Inc.
|
17,056 | $14,344 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,798,609 | 82,790 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,412,645 | 100,390 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,430,858 | 77,786 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,857,573 | 88,610 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,642,676 | 94,414 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,807,810 | 97,561 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,162,515 | 80,799 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $17,705,537 | 79,365 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,621,516 | 74,134 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,085,530 | 68,383 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,904,210 | 62,829 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,577,334 | 71,347 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,840,178 | 57,636 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,316,341 | 49,933 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,680,070 | 76,626 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,291,660 | 62,239 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,365,905 | 34,563 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,091,151 | 35,742 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,972,294 | 28,606 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,095,229 | 20,440 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,239,766 | 15,921 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,528,833 | 12,552 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,083,069 | 9,257 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $468,205 | 4,082 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $333,061 | 3,102 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $38,993 | 451 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||