Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,214,044
+$11,205,810 QoQ
Shares Held
214,552
+53.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 44.84044323097329.ToString("F0")%
Shared 0.ToString("F0")%
None 55.15955676902671.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $576,103,078 across 6 Insurance Brokers names. MRSH ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,379,397 | $298,749,802 | |
| 2 | AON |
Aon plc
|
630,805 | $203,611,237 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
214,552 | $37,214,044 | |
| 4 | ERIE |
Erie Indemnity Co
|
114,445 | $28,761,172 | |
| 5 | WTW |
Willis Towers Watson PLC
|
26,671 | $7,753,259 | |
| 6 | EHTH |
eHealth, Inc.
|
10,515 | $13,564 |
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,214,044 | 214,552 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,008,234 | 140,191 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,754,825 | 68,252 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,646,218 | 30,398 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,110,546 | 29,138 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,014,813 | 28,317 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $4,980,930 | 22,327 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,055,372 | 114,158 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,776,016 | 47,461 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,690,208 | 40,588 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||