Position in MRSH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$288,505
New position
Shares Held
1,731
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,043
of 1,495 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ASPIRIANT, LLC holds $504,766 across 2 Insurance Brokers names. MRSH ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,731 | $288,505 | |
| 2 | AON |
Aon plc
|
652 | $216,261 |
All Filings in MRSH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,505 | 1,731 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||