Horizon Investments, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1560717
Charlotte, NC
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,527,003
-$2,097,329 QoQ
Shares Held
51,161
-16.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#337
of 1,500 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $16,472,873 across 7 Insurance Brokers names. MRSH ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
51,161 | $8,527,003 | |
| 2 | AON |
Aon plc
|
10,460 | $3,469,477 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,761 | $1,092,982 | |
| 4 | CRVL |
Corvel Corp
|
15,648 | $978,312 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,673 | $880,601 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,249 | $849,191 | |
| 7 | BRO |
Brown & Brown, Inc.
|
10,527 | $675,307 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,527,003 | 51,161 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,624,332 | 61,253 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,097,067 | 38,255 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,510,837 | 27,345 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,740,493 | 17,108 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,016,454 | 12,361 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,457,371 | 11,569 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,524,040 | 11,314 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,388,721 | 11,336 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,291,527 | 11,125 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,075,833 | 10,956 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,193,751 | 6,273 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,122,085 | 5,966 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $869,224 | 5,219 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,071,483 | 6,475 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,070,801 | 13,871 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,474 | 4,119 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,937,504 | 11,369 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,939,483 | 11,158 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,432,073 | 9,457 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $439,202 | 3,122 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $369,297 | 3,032 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $1,539,388 | 13,421 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,561,532 | 70,425 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $512,275 | 5,925 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||