Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,666,700
-$67,800 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#584
of 1,495 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, 2026Cohen Klingenstein LLC holds $3,325,150 across 2 Insurance Brokers names. MRSH ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
10,000 | $1,666,700 | |
| 2 | AON |
Aon plc
|
5,000 | $1,658,450 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666,700 | 10,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,734,500 | 10,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,855,200 | 10,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,015,300 | 10,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,186,400 | 10,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,440,300 | 10,000 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,124,100 | 10,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,230,900 | 10,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,107,200 | 10,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,059,800 | 10,000 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,894,700 | 10,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,903,000 | 10,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,880,800 | 10,000 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,665,500 | 10,000 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,654,800 | 10,000 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,492,900 | 10,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,552,500 | 10,000 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,704,200 | 10,000 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,738,200 | 10,000 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,514,300 | 10,000 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,406,800 | 10,000 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,218,000 | 10,000 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,170,000 | 10,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,147,000 | 10,000 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,073,700 | 10,000 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $864,600 | 10,000 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||