YHB Investment Advisors, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1469219
West Hartford, CT
Position in MRSH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$393,674
+$160,661 QoQ
Shares Held
2,362
+88.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#942
of 1,495 holders
Holding Since
Mar 2021
21 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, 2026YHB Investment Advisors, Inc. holds $3,976,364 across 3 Insurance Brokers names. MRSH ranks #3 (9.9% of the industry book) .
All Filings in MRSH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,674 | 2,362 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $233,013 | 1,256 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $253,121 | 1,256 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $274,611 | 1,256 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $306,501 | 1,256 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $284,629 | 1,340 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $309,872 | 1,389 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $280,046 | 1,329 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $267,979 | 1,301 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $251,237 | 1,326 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $261,852 | 1,376 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $258,798 | 1,376 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $229,172 | 1,376 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $232,830 | 1,407 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $210,051 | 1,407 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $228,838 | 1,474 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $251,199 | 1,474 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $264,206 | 1,520 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $239,259 | 1,580 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $222,555 | 1,582 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $192,687 | 1,582 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||