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Equibles

HighTower Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1462245 CHICAGO, IL
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$41,600,665
-$3,191,583 QoQ
Shares Held
249,599
-3.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#146
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)

Derivatives in MRSH

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$3,300
PutShares
1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

HighTower Advisors, LLC holds $67,240,647 across 7 Insurance Brokers names. MRSH ranks #1 (61.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
This page 		249,599 $41,600,665
2 AON
Aon plc
 31,635 $10,493,013
3 AJG
Arthur J. Gallagher & Co.
 44,081 $10,119,675
4 BRO
Brown & Brown, Inc.
 24,524 $1,573,214
5 WTW
Willis Towers Watson PLC
 5,646 $1,475,695
6 BWIN
Baldwin Insurance Group, Inc.
 51,102 $1,358,291
7 RYAN
Ryan Specialty Holdings, Inc.
 16,422 $620,094

All Filings in MRSH

Export CSV
34 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $41,600,665 249,599
2026-03-31 $44,792,248 258,243
2025-12-31 $63,798,472 343,890
2025-09-30 $67,885,178 336,849
2025-09-30 $3,300 1,000
2025-06-30 $71,882,272 328,770
2025-06-30 $8,500 1,000
2025-03-31 $530 1,000
2025-03-31 $81,289,565 333,113
2024-12-31 $68,768,587 323,754
2024-12-31 $2,980 1,000
2024-09-30 $750 1,000
2024-09-30 $69,510,828 311,582
2024-06-30 $64,397,507 305,607
2024-06-30 $800 1,000
2024-03-31 $61,344,139 297,816
2024-03-31 $1,300 1,000
2023-12-31 $56,765,212 299,600
2023-09-30 $56,120,802 294,907
2023-06-30 $25,705,834 136,675
2023-03-31 $20,552,603 123,402
2022-12-31 $21,147,020 127,792
2022-09-30 $18,492,403 123,869
2022-06-30 $19,228,488 123,855
2022-03-31 $20,771,471 121,884
2021-12-31 $21,499,795 123,690
2021-09-30 $18,732,345 123,703
2021-06-30 $17,603,007 125,128
2021-03-31 $15,428,162 126,668
2020-12-31 $351 3
2020-12-31 $28,130,310 240,430
2020-09-30 $26,959,202 235,041
2020-06-30 $26,682,733 248,512
2020-03-31 $20,977,098 242,622