Chicago Partners Investment Group LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1563525
CHICAGO, IL
Position in MRSH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,020,540
+$323,332 QoQ
Shares Held
12,123
+23.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#549
of 1,495 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $9,817,584 across 4 Insurance Brokers names. MRSH ranks #3 (20.6% of the industry book) .
All Filings in MRSH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,540 | 12,123 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,697,208 | 9,785 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $771,577 | 4,159 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $402,455 | 1,997 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $389,835 | 1,783 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $415,827 | 1,704 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $393,170 | 1,851 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $257,892 | 1,156 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||