Position in MRSH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$23,383,661
+$11,443,038 QoQ
Shares Held
134,815
+109.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CWM, LLC holds $44,012,306 across 15 Insurance Brokers names. MRSH ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
134,815 | $23,383,661 | |
| 2 | AON |
Aon plc
|
29,527 | $9,530,725 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
26,731 | $5,789,399 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
114,948 | $2,521,959 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,195 | $1,510,186 | |
| 6 | BRO |
Brown & Brown, Inc.
|
8,239 | $537,265 | |
| 7 | CRVL |
Corvel Corp
|
6,942 | $379,380 | |
| 8 | ERIE |
Erie Indemnity Co
|
399 | $100,272 |
All Filings in MRSH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,383,661 | 134,815 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,940,623 | 64,363 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,356,852 | 36,505 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,955,475 | 22,665 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,381,140 | 26,149 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,120,143 | 24,105 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,919,134 | 22,050 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,536,169 | 21,527 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,409,207 | 21,406 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,063,184 | 21,445 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,130,080 | 21,703 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,132,305 | 21,971 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,651,775 | 21,926 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,472,928 | 20,987 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,493,740 | 16,704 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,318,658 | 14,935 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,889,787 | 11,089 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,745,848 | 10,044 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,363,189 | 9,690 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,180,242 | 9,690 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,133,730 | 9,690 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,111,443 | 9,690 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,040,415 | 9,690 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $837,797 | 9,690 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||