Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,668,632
-$82,908 QoQ
Shares Held
40,011
+2.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#367
of 1,495 holders
Holding Since
Sep 2021
20 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, 2026BENJAMIN EDWARDS INC holds $44,502,670 across 6 Insurance Brokers names. MRSH ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
132,485 | $30,414,580 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
40,011 | $6,668,632 | |
| 3 | BRO |
Brown & Brown, Inc.
|
95,538 | $6,128,762 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,060 | $799,792 | |
| 5 | AON |
Aon plc
|
835 | $276,961 | |
| 6 | CRVL |
Corvel Corp
|
3,422 | $213,943 |
All Filings in MRSH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,668,632 | 40,011 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $6,751,540 | 38,925 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,547,557 | 35,293 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,617,648 | 27,875 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $5,108,304 | 23,364 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,514,589 | 22,598 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,718,899 | 22,216 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,812,050 | 21,570 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $821,808 | 3,900 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $754,710 | 3,664 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $375,719 | 1,983 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $349,581 | 1,837 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $323,873 | 1,722 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $287,964 | 1,729 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $252,853 | 1,528 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $208,856 | 1,399 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $200,583 | 1,292 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $189,507 | 1,112 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $149,659 | 861 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $51,940 | 343 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||