Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,500,030
-$168,238 QoQ
Shares Held
9,000
+14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#606
of 1,502 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PDT Partners, LLC holds $13,222,606 across 2 Insurance Brokers names. MRSH ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
48,895 | $11,722,576 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
9,000 | $1,500,030 |
All Filings in MRSH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,500,030 | 9,000 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $1,668,268 | 7,854 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,751,256 | 7,850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,661,105 | 7,883 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,655,255 | 8,036 | Shares | Sole | 2024-05-15 | |
| 2022-12-31 | $3,213,290 | 19,418 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $417,168 | 2,400 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||