Position in MRSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,403,961
+$4,671,196 QoQ
Shares Held
38,423
+284.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#369
of 1,495 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 84%
Shared 2%
None 14%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $32,629,325 across 5 Insurance Brokers names. MRSH ranks #3 (19.6% of the industry book) .
All Filings in MRSH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,403,961 | 38,423 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,732,765 | 9,990 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,599,553 | 8,622 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,492,934 | 7,408 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $1,857,565 | 8,496 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $1,997,141 | 8,184 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $1,922,522 | 9,051 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,950,029 | 8,741 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,646,355 | 7,813 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,781,315 | 8,648 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,856,616 | 9,799 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,699,379 | 8,930 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,656,232 | 8,806 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $570,600 | 3,426 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $561,308 | 3,392 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $514,005 | 3,443 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $531,110 | 3,421 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $552,672 | 3,243 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $575,170 | 3,309 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $432,938 | 2,859 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $383,493 | 2,726 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $315,827 | 2,593 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $291,213 | 2,489 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $290,191 | 2,530 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $272,505 | 2,538 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||