Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1544599 ZURICH, V8

Position in MRSH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,748,468

-$7,076,364 QoQ

Shares Held

40,490

-49.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#368

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $124,297,897 across 3 Insurance Brokers names. MRSH ranks #2 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	502,345	$115,323,341
2	MRSH	Marsh & Mclennan Companies, Inc. This page	40,490	$6,748,468
3	WTW	Willis Towers Watson PLC	8,517	$2,226,088

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,748,468	40,490	-49.2%	Shares	Sole	2026-08-10
2026-03-31	$13,824,832	79,705	-4.6%	Shares	Sole	2026-05-05
2025-12-31	$15,507,245	83,588	-15.0%	Shares	Sole	2026-02-05
2025-09-30	$19,807,577	98,286	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$21,574,957	98,678	+1.7%	Shares	Sole	2025-08-14
2025-03-31	$23,677,010	97,025	+10.6%	Shares	Sole	2025-09-17
2024-12-31	$18,635,154	87,732	+3.1%	Shares	Sole	2025-02-07
2024-09-30	$18,989,420	85,120	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$18,538,302	87,976	-12.5%	Shares	Sole	2024-08-14
2024-03-31	$20,716,438	100,575	+7.4%	Shares	Sole	2024-05-14
2023-12-31	$17,734,770	93,602	+7.3%	Shares	Sole	2024-05-16
2023-09-30	$16,605,958	87,262	+7.0%	Shares	Sole	2023-11-13
2023-06-30	$15,335,855	81,539	+12.5%	Shares	Sole	2023-07-24
2023-03-31	$12,076,540	72,510	+3.6%	Shares	Sole	2023-05-11
2022-12-31	$11,586,247	70,016	+8.0%	Shares	Sole	2023-01-24
2022-09-30	$9,679,665	64,838	-19.4%	Shares	Sole	2022-11-04
2022-06-30	$12,483,963	80,412	+4.6%	Shares	Sole	2022-07-22
2022-03-31	$13,100,526	76,872	-2.8%	Shares	Sole	2022-05-09
2021-12-31	$13,743,252	79,066	+14.4%	Shares	Sole	2022-02-15
2021-09-30	$10,464,873	69,107	+8.3%	Shares	Sole	2021-11-12
2021-06-30	$8,972,992	63,783	+1.2%	Shares	Sole	2021-07-23
2021-03-31	$7,674,983	63,013	-0.9%	Shares	Sole	2021-05-10
2020-12-31	$7,436,052	63,556	+2.8%	Shares	Sole	2021-02-24
2020-09-30	$7,092,474	61,835	+38.4%	Shares	Sole	2020-11-10
2020-06-30	$4,798,687	44,693	-6.2%	Shares	Sole	2020-08-12
2020-03-31	$4,119,732	47,649	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.