Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,377,780
-$7,273,670 QoQ
Shares Held
134,264
-21.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#218
of 1,500 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $114,334,864 across 13 Insurance Brokers names. MRSH ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
145,662 | $5,500,196 | |
| 8 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,377,780 | 134,264 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,651,450 | 170,951 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,363,879 | 120,547 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,732,994 | 107,840 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,991,147 | 109,729 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,797,666 | 109,813 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,178,763 | 99,707 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,991,988 | 98,579 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $19,538,374 | 92,722 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $17,828,804 | 86,556 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $15,108,716 | 79,742 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,178,380 | 90,270 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $15,217,740 | 80,911 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $12,731,081 | 76,440 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,428,540 | 75,106 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,988,789 | 73,607 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,600,435 | 74,721 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,491,956 | 73,301 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,786,628 | 39,044 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,911,221 | 39,036 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,955,733 | 35,227 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,977,013 | 32,652 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,631,095 | 31,035 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,541,706 | 30,878 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,280,690 | 30,555 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,183,543 | 36,821 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||