Diversified Trust Co
BankPosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1479844
MEMPHIS, TN
Position in MRSH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,663,193
+$3,016,069 QoQ
Shares Held
57,978
+51.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#317
of 1,495 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $15,373,600 across 6 Insurance Brokers names. MRSH ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
57,978 | $9,663,193 | |
| 2 | AON |
Aon plc
|
9,820 | $3,257,195 | |
| 3 | BRO |
Brown & Brown, Inc.
|
18,878 | $1,211,023 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
26,734 | $710,589 | |
| 5 | ARX |
Accelerant Holdings
|
24,086 | $282,287 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
1,086 | $249,313 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,663,193 | 57,978 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,647,124 | 38,323 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,267,331 | 23,002 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,650,506 | 23,076 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,292,399 | 24,206 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $6,034,861 | 24,730 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,452,352 | 25,669 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $5,701,064 | 25,555 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,384,528 | 25,553 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,371,686 | 16,369 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,168,506 | 16,723 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,222,540 | 16,934 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $2,953,420 | 15,703 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,286,398 | 13,728 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,739,029 | 10,509 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,753,709 | 11,747 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,597,522 | 10,290 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,638,077 | 9,612 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,764,620 | 10,152 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $791,676 | 5,228 | Shares | Sole | 2022-01-13 | |
| 2021-03-31 | $917,154 | 7,530 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $662,103 | 5,659 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $590,705 | 5,150 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $346,268 | 3,225 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $216,928 | 2,509 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||