Freestone Capital Holdings, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1470876
Seattle, WA
Position in MRSH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,432,215
-$48,120 QoQ
Shares Held
14,593
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#516
of 1,495 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $2,722,112 across 2 Insurance Brokers names. MRSH ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
14,593 | $2,432,215 | |
| 2 | AON |
Aon plc
|
874 | $289,897 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,432,215 | 14,593 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $2,480,335 | 14,300 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,610,080 | 14,069 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $2,756,930 | 13,680 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,981,156 | 13,635 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,333,693 | 13,661 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,909,379 | 13,697 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $3,067,933 | 13,752 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,890,656 | 13,718 | Shares | Defined | 2024-11-22 | |
| 2024-03-31 | $2,799,680 | 13,592 | Shares | Defined | 2024-11-22 | |
| 2023-12-31 | $2,591,381 | 13,677 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,822,339 | 14,831 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,856,559 | 15,188 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,590,851 | 15,556 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,592,575 | 15,667 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,395,955 | 16,049 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $2,830,983 | 18,235 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $3,674,425 | 21,561 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,504,385 | 20,161 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,023,818 | 6,761 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $762,485 | 5,420 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $651,264 | 5,347 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $528,723 | 4,519 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $397,206 | 3,463 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $228,698 | 2,130 | Shares | Defined | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||