Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,514,109
-$6,439,065 QoQ
Shares Held
183,081
-14.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#175
of 1,500 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 42%
Shared 21%
None 37%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $87,831,749 across 11 Insurance Brokers names. MRSH ranks #1 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
183,081 | $30,514,109 | |
| 2 | AON |
Aon plc
|
90,060 | $29,872,000 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
43,956 | $10,090,977 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,911 | $5,511,189 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,987 | $4,552,132 | |
| 6 | WTW |
Willis Towers Watson PLC
|
14,135 | $3,694,464 | |
| 7 | CRVL |
Corvel Corp
|
26,904 | $1,682,037 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
37,144 | $987,285 |
All Filings in MRSH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,514,109 | 183,081 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,953,174 | 213,048 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $33,375,788 | 179,904 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $61,624,246 | 305,782 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $69,504,344 | 317,894 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $63,682,800 | 260,963 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $26,690,803 | 125,657 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $29,154,739 | 130,686 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,729,369 | 98,374 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,162,830 | 107,597 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,227,112 | 75,089 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $6,043,928 | 31,760 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,054,966 | 58,778 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,424,996 | 68,598 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,671,474 | 64,488 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,571,186 | 57,413 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,800,191 | 56,684 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,040,100 | 94,121 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $19,228,489 | 110,623 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,875,466 | 104,837 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $14,634,940 | 104,030 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,642,972 | 54,540 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||