Voleon Capital Management LP

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1479847 BERKELEY, CA

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,621,365

-$5,794,489 QoQ

Shares Held

9,728

-77.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#592

of 1,500 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Financial Services · as of Jun 30, 2026

Voleon Capital Management LP holds $20,582,703 across 4 Insurance Brokers names. MRSH ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co	58,260	$13,967,835
2	CRVL	Corvel Corp	65,893	$4,119,630
3	MRSH	Marsh & Mclennan Companies, Inc. This page	9,728	$1,621,365
4	NP	Neptune Insurance Holdings Inc.	27,742	$873,873

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,621,365	9,728	-77.2%	Shares	Sole	2026-08-14
2026-03-31	$7,415,854	42,755	+358.0%	Shares	Sole	2026-05-15
2025-12-31	$1,731,829	9,335	+34.6%	Shares	Sole	2026-02-17
2025-09-30	$1,397,812	6,936	-6.1%	Shares	Sole	2025-11-14
2025-06-30	$1,614,656	7,385	-84.3%	Shares	Sole	2025-08-14
2025-03-31	$11,481,611	47,050	-2.6%	Shares	Sole	2025-05-16
2024-12-31	$10,263,013	48,317	-71.6%	Shares	Sole	2025-02-14
2021-12-31	$29,549,400	170,000	+169.8%	Shares	Sole	2022-02-14
2020-12-31	$7,371,000	63,000	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.