Atria Investments, Inc
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1535865
Charlotte, NC
Position in MRSH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,280,352
-$2,513,727 QoQ
Shares Held
55,681
-18.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#52
of 491 holders
Holding Since
Jun 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, 2026Atria Investments, Inc holds $21,127,381 across 8 Insurance Brokers names. MRSH ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
55,681 | $9,280,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
20,780 | $4,770,464 | |
| 3 | AON |
Aon plc
|
8,294 | $2,751,036 | |
| 4 | BRO |
Brown & Brown, Inc.
|
27,275 | $1,749,691 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,737 | $976,739 | |
| 6 | CRVL |
Corvel Corp
|
14,380 | $899,037 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
8,935 | $433,347 | |
| 8 | CRD-A |
Crawford & Co
|
23,666 | $266,715 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,280,352 | 55,681 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,794,079 | 67,997 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,467,082 | 72,591 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,123,206 | 80,004 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $17,069,880 | 78,073 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $20,283,041 | 83,117 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,852,449 | 88,755 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,706,765 | 83,853 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $15,657,760 | 74,306 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,574,287 | 65,901 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $11,749,792 | 62,014 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,395,734 | 59,883 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,103,867 | 59,038 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,049,960 | 60,342 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,382,550 | 56,699 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,007,617 | 53,638 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,864,154 | 57,096 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,352,990 | 54,882 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,894,369 | 51,170 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,077,686 | 46,739 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,288,255 | 44,699 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,722,429 | 38,772 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,861,936 | 33,008 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,128,741 | 35,996 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,635,333 | 33,858 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||