Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,219,024
-$385,735 QoQ
Shares Held
7,314
-20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#644
of 1,470 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, 2026Allworth Financial LP holds $4,564,282 across 12 Insurance Brokers names. MRSH ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
5,799 | $1,923,470 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
7,314 | $1,219,024 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,332 | $764,927 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,319 | $212,913 | |
| 5 | WTW |
Willis Towers Watson PLC
|
673 | $175,902 | |
| 6 | CRVL |
Corvel Corp
|
2,220 | $138,794 | |
| 7 | ERIE |
Erie Indemnity Co
|
402 | $96,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
241 | $11,688 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,024 | 7,314 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,604,759 | 9,252 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,122,396 | 6,050 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,034,655 | 5,134 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,017,331 | 4,653 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $932,682 | 3,822 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $827,761 | 3,897 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $895,037 | 4,012 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $836,769 | 3,971 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $690,238 | 3,351 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $217,701 | 1,149 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $212,564 | 1,117 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $174,914 | 930 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $155,058 | 931 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $118,483 | 716 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $38,218 | 256 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,104 | 239 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $112,306 | 659 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $78,392 | 451 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $52,849 | 349 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $29,964 | 213 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $19,853 | 163 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $19,071 | 163 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $18,696 | 163 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $17,501 | 163 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $14,092 | 163 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||