Baker Avenue Asset Management, LP

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in MRSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,178,830

-$1,414,169 QoQ

Shares Held

49,072

-11.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#346

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $9,510,481 across 3 Insurance Brokers names. MRSH ranks #1 (86.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	49,072	$8,178,830
2	AON	Aon plc	2,647	$877,983
3	BRO	Brown & Brown, Inc.	7,072	$453,668

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,178,830	49,072	-11.3%	Shares	Sole	2026-07-28
2026-03-31	$9,592,999	55,307	-11.6%	Shares	Sole	2026-05-12
2025-12-31	$11,607,986	62,570	-11.1%	Shares	Sole	2026-02-10
2025-09-30	$14,190,936	70,416	+2.2%	Shares	Sole	2025-10-31
2025-06-30	$15,071,511	68,933	+0.7%	Shares	Sole	2025-08-13
2025-03-31	$16,707,025	68,463	+0.3%	Shares	Sole	2025-05-08
2024-12-31	$14,499,956	68,264	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$15,227,900	68,259	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$14,320,741	67,961	-0.4%	Shares	Sole	2024-08-08
2024-03-31	$14,055,663	68,238	+4.4%	Shares	Sole	2024-05-13
2023-12-31	$12,379,211	65,336	+4.3%	Shares	Sole	2024-02-15
2023-09-30	$11,918,489	62,630	+0.7%	Shares	Sole	2023-11-15
2023-06-30	$11,692,557	62,168	-9.5%	Shares	Sole	2023-08-14
2023-03-31	$11,446,148	68,725	-21.5%	Shares	Sole	2023-05-16
2022-12-31	$14,493,731	87,586	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$13,273,075	88,908	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$14,432,816	92,965	-1.3%	Shares	Sole	2022-08-03
2022-03-31	$16,049,473	94,176	-1.8%	Shares	Sole	2022-05-16
2021-12-31	$16,669,859	95,903	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$14,672,355	96,892	-1.7%	Shares	Sole	2021-11-15
2021-06-30	$13,867,390	98,574	+0.3%	Shares	Sole	2021-08-16
2021-03-31	$11,973,061	98,301	-0.5%	Shares	Sole	2021-05-17
2020-12-31	$11,561,940	98,820	-13.0%	Shares	Sole	2021-02-17
2020-09-30	$13,029,575	113,597	-1.3%	Shares	Sole	2020-11-16
2020-06-30	$12,362,044	115,135	+663.0%	Shares	Sole	2020-08-12
2020-03-31	$1,304,681	15,090	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.