Position in MRSH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$44,792,248
-$19,006,224 QoQ
Shares Held
258,243
-24.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2025CallValue
$0
CallShares
0
PutValue
$201,530
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 Mar 31, 2026HighTower Advisors, LLC holds $75,227,949 across 9 Insurance Brokers names. MRSH ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
258,243 | $44,792,248 | |
| 2 | AON |
Aon plc
|
42,170 | $13,611,632 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
47,706 | $10,332,165 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
93,077 | $2,042,109 | |
| 5 | BRO |
Brown & Brown, Inc.
|
30,193 | $1,968,885 | |
| 6 | WTW |
Willis Towers Watson PLC
|
6,601 | $1,918,910 | |
| 7 | ERIE |
Erie Indemnity Co
|
924 | $232,210 | |
| 8 | CRVL |
Corvel Corp
|
4,028 | $220,130 |
All Filings in MRSH
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,792,248 | 258,243 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $63,798,472 | 343,890 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $67,885,178 | 336,849 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $201,530 | 1,000 | Put | Sole | 2025-11-07 | |
| 2025-06-30 | $71,882,272 | 328,770 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $218,640 | 1,000 | Put | Sole | 2025-08-11 | |
| 2025-03-31 | $244,030 | 1,000 | Put | Sole | 2025-05-13 | |
| 2025-03-31 | $81,289,565 | 333,113 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $68,768,587 | 323,754 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $212,410 | 1,000 | Put | Sole | 2025-02-07 | |
| 2024-09-30 | $223,090 | 1,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $69,510,828 | 311,582 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $64,397,507 | 305,607 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $210,720 | 1,000 | Put | Sole | 2024-08-13 | |
| 2024-03-31 | $61,344,139 | 297,816 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $205,980 | 1,000 | Put | Sole | 2024-05-06 | |
| 2023-12-31 | $56,765,212 | 299,600 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $56,120,802 | 294,907 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,705,834 | 136,675 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,552,603 | 123,402 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,147,020 | 127,792 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,492,403 | 123,869 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,228,488 | 123,855 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $20,771,471 | 121,884 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,499,795 | 123,690 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $18,732,345 | 123,703 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,603,007 | 125,128 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $15,428,162 | 126,668 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $351 | 3 | Put | Sole | 2021-02-10 | |
| 2020-12-31 | $28,130,310 | 240,430 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $26,959,202 | 235,041 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $26,682,733 | 248,512 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $20,977,098 | 242,622 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||