Scharf Investments, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1463746
LOS GATOS, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$57,400,314
-$20,538,229 QoQ
Shares Held
344,395
-23.4% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#122
of 1,495 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 61%
Shared 4%
None 35%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Scharf Investments, LLC holds $132,569,891 across 2 Insurance Brokers names. MRSH ranks #2 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
226,626 | $75,169,577 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
344,395 | $57,400,314 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,400,314 | 344,395 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $77,938,543 | 449,343 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $66,372,377 | 357,764 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||